Vault-13

WISDOMTREE BITCOIN FD BTCW

SHS BEN INT · ETP · CUSIP 97720F101

27 institutional holders +1 vs Q1 2026
936,834936.8k shares reported held*
$56.4mreported value*
5 new 9 added 5 reduced 4 sold out net bought ≈ $5.2m (+84.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $60.23.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q1 24: 8Q2 24: 17Q3 24: 12Q4 24: 19Q1 25: 25Q2 25: 26Q3 25: 24Q4 25: 26Q1 26: 26Q2 26: 2727Q1 24Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 20248
Q2 202417
Q3 202412
Q4 202419
Q1 202525
Q2 202526
Q3 202524
Q4 202526
Q1 202626
Q2 202627

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 24: 2 bought or addedQ3 24: 11 cut or sold outQ4 24: 10 bought or addedQ4 24: 8 cut or sold outQ4 24Q1 25: 20 bought or addedQ1 25: 4 cut or sold outQ2 25: 16 bought or addedQ2 25: 13 cut or sold outQ2 25Q3 25: 12 bought or addedQ3 25: 11 cut or sold outQ4 25: 15 bought or addedQ4 25: 7 cut or sold outQ4 25Q1 26: 15 bought or addedQ1 26: 7 cut or sold outQ2 26: 14 bought or addedQ2 26: 9 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024211
Q4 2024108
Q1 2025204
Q2 20251613
Q3 20251211
Q4 2025157
Q1 2026157
Q2 2026149

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $2.2mQ4 25 puts: $83.4kQ4 25P/C 0.04Q1 26 calls: $623.9kQ1 26 puts: $0Q1 26P/C 0.00Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$2.2m$83.4k0.04
Q1 2026$623.9k$00.00
Q2 2026$0$0—

Biggest buyers

Bank of New York Mellon Corp Added +116,555+116.6k
OLD MISSION CAPITAL LLC New +75,962+76.0k
JANE STREET GROUP, LLC Added +65,118+65.1k
MEITAV INVESTMENT HOUSE LTD Added +14,406+14.4k
Whitaker-Myers Wealth Managers, LTD. Added +5,600+5.6k
LPL Financial LLC Added +5,159+5.2k
FLOW TRADERS U.S. LLC New +4,806+4.8k
Creative Planning New +3,406+3.4k
Virtu Financial LLC Added +1,213+1.2k
Spectrum Wealth Advisory Group, LLC New +342+342

Biggest sellers

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Bank of New York Mellon Corp 13G · institution +3.0 pts · filed 2026-10-22 16.6% +3.0 pts 322.1k≈ $20.0m 2026-10-22

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 296,313296.3k $18.4m $18.4m 0.00% Added +116.6k +116,555
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 141,482141.5k $8.8m $8.8m 0.01% Reduced -197.1k -197,122
3 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 140,810140.8k $8.7m $8.7m 0.01% Added +65.1k +65,118
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 86,60286.6k $5.4m $5.4m 0.00% Added +5.2k +5,159
5 OLD MISSION CAPITAL LLC 0.12% of their portfolio CHICAGO, IL 75,96276.0k $4.7m $4.7m 0.12% New
6 MEITAV INVESTMENT HOUSE LTD 0.02% of their portfolio BENE-BERAQ, L3 58,99359.0k $3.7m $3.7m 0.02% Added +14.4k +14,406
7 Whitaker-Myers Wealth Managers, LTD. 0.46% of their portfolio Mansfield, OH 44,29644.3k $2.7m $2.7m 0.46% Added +5.6k +5,600
8 Pioneer Family Office, LLC 0.25% of their portfolio NORTH MIAMI BEACH, FL 34,80034.8k $485.2k $485.2k 0.25% Unchanged
9 Financial Life Planners 0.62% of their portfolio TEMPE, AZ 15,62815.6k $968.9k $968.9k 0.62% Added +31 +31
10 Virtu Financial LLC 0.02% of their portfolio New York, NY 9,2269.2k $572.0k $572.0k 0.02% Added +1.2k +1,213
11 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 5,6375.6k $349.5k $349.5k 0.00% Reduced -918 -918
12 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 5,2995.3k $328.5k $328.5k 0.01% Reduced -240 -240
13 Harel Insurance Investments & Financial Services Ltd. 0.00% of their portfolio Ramat Gan, L3 5,2105.2k $323.0k $323.0k 0.00% Reduced -31 -31
14 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 4,8064.8k $298.0k $298.0k 0.01% New
15 Nautilus Advisors LLC 0.14% of their portfolio La Jolla, CA 3,4743.5k $234.4k $234.4k 0.14% Added +27 +27
16 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 3,4063.4k $211.2k $211.2k 0.00% New
17 TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 0.03% of their portfolio WARSAW, R9 1,5701.6k $97.3k $97.3k 0.03% Added +200 +200
18 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,1801.2k $73.2k $73.2k 0.00% First filing
19 Frazier Financial Advisors, LLC 0.02% of their portfolio COLUMBUS, OH 630630 $39.1k $39.1k 0.02% Unchanged
20 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 367367 $22.8k $22.8k 0.00% Unchanged
21 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 365365 $22.6k $22.6k 0.00% Unchanged
22 Spectrum Wealth Advisory Group, LLC 0.01% of their portfolio GRANITE BAY, CA 342342 $21.2k $21.2k 0.01% New
23 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 260260 $16.1k $16.1k 0.00% Reduced -40 -40
24 TSFG, LLC 0.00% of their portfolio LAKE FOREST, IL 6969 $4.0k $4.0k 0.00% Unchanged
25 Indiana Trust & Investment Management Co 0.00% of their portfolio MISHAWAKA, IN 4747 $2.9k $2.9k 0.00% Unchanged
26 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 4646 $2.9k $2.9k 0.00% New
27 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 1414 $893 $893 0.00% Unchanged