HolderBook

WISDOMTREE BITCOIN FD (BTCW)

Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.

24
Reporting holders
$55.2M
Reported value
42.0%
Of shares outstanding
0.0%
Held as options
+0
Holder change

Institutions report 917,551 shares against 2,185,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Bank of New York Mellon Corp$18.4M296,3130.00%9q+64.8%+$7.2M
SUSQUEHANNA INTERNATIONAL GROUP, LLP$8.8M141,4820.00%10q-58.2%-$12.2M
JANE STREET GROUP, LLC$8.7M140,8100.00%2q+86.0%+$4.0M
LPL Financial LLC$5.4M86,6020.00%7q+6.3%+$319.9K
OLD MISSION CAPITAL LLC$4.7M75,9620.07%newNEW
MEITAV INVESTMENT HOUSE LTD$3.7M58,9930.02%6q+32.3%+$893.2K
Whitaker-Myers Wealth Managers, LTD.$2.7M44,2960.46%7q+14.5%+$347.2K
Financial Life Planners$968.9K15,6280.62%7qHELD
Pioneer Family Office, LLC$485.2K34,8000.25%3qHELD
CITADEL ADVISORS LLC$349.5K5,6370.00%10q-14.0%-$56.9K
GREAT VALLEY ADVISOR GROUP, INC.$328.5K5,2990.01%6q-4.3%-$14.9K
Nautilus Advisors LLC$234.4K3,4740.14%4q+0.8%+$1.8K
Creative Planning$211.2K3,4060.00%newNEW
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$97.3K1,5700.03%3q+14.6%+$12.4K
Global Retirement Partners, LLC$73.2K1,1800.00%5q+31.1%+$17.4K
Frazier Financial Advisors, LLC$39.1K6300.02%7qHELD
Geneos Wealth Management Inc.$22.8K3670.00%4qHELD
Steward Partners Investment Advisory, LLC$22.6K3650.00%6qHELD
Spectrum Wealth Advisory Group, LLC$21.2K3420.01%newNEW
Farther Finance Advisors, LLC$16.1K2600.00%10q-13.3%-$2.5K
Indiana Trust & Investment Management Co$2.9K470.00%9qHELD
NewEdge Advisors, LLC$2.9K460.00%newNEW
MERCER GLOBAL ADVISORS INC /ADV$1.7K280.00%newNEW
Smartleaf Asset Management LLC$893140.00%3qHELD
Virtu Financial LLC$5729,2260.02%2q+15.1%
Harel Insurance Investments & Financial Services Ltd.$3235,2100.00%5q-0.6%
FLOW TRADERS U.S. LLC$2984,8060.01%newNEW
TSFG, LLC$4690.00%3qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-07-2913G/ABank of New York Mellon Corpwith 3 co-filers13.6%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202624$55.2M917,5515840.0%
Q1 202624$58.8M838,37721261.1%
Q4 202523$29.0M315,1374937.9%
Q3 202521$28.5M235,3984650.0%
Q2 202522$25.6M224,5036950.0%
Q1 202520$42.7M488,9047920.0%
Q4 202416$16.0M162,4967250.0%
Q3 202410$18.5M275,1671050.0%
Q2 202414$44.5M699,0178330.0%
Q1 20246$38.9M515,9626000.0%