SEC 13F Intelligence

BTCWWISDOMTREE BITCOIN FD

CUSIP 97720F101 · Yahoo Finance ↗ · Google Finance ↗

Wisdomtree Bitcoin Fd (BTCW) has 27 institutional holders in Filings Flow’s 13F database, together reporting 851.7K shares worth $58M as of Q1 2026. The largest reported holders are Susquehanna International Group, LLP, Bank Of New York Mellon Corp, and Lpl Financial LLC.

Institutional Holders
27
Q1 2026
Reported Value
$58M
Ticker
BTCW
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 26Q4 ’25Q1 ’26: 27Q1 ’26Q2 ’26: 1Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $26MQ4 ’25Q1 ’26: $58MQ1 ’26Q2 ’26: $3MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Financial Life Planners$130M AUM0.86%$1M15.6KQ1 2026OLDER
Whitaker-Myers Wealth Managers, LTD.$599M AUM0.46%$3M44.3KQ2 2026
Pioneer Family Office, LLC$156M AUM0.36%$556,48134.8KQ1 2026OLDER
Nautilus Advisors LLC$146M AUM0.17%$247,1843.4KQ1 2026OLDER
MEITAV INVESTMENT HOUSE LTD$9.1B AUM0.04%$3M44.6KQ1 2026OLDER
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.03%$98,2431.4KQ1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.03%$45,178630Q1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.01%$19,463210Q4 2025OLDER
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.01%$397,2015.5KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$25M345.2KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$512,0817.1KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$13M179.8KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$6M81.4KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$83,412900Q4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$236,4771.9KQ3 2025OLDER
Indiana Trust & Investment Management Co$324M AUM0.00%$3,37047Q1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$3M23.2KQ3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$5M75.7KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$26,318367Q1 2026OLDER
Sarver Vrooman Wealth Advisors$168M AUM0.00%$1,01911Q4 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$204,4611.7KQ3 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$14,342200Q1 2026OLDER
Belvedere Trading LLC$84.4B AUM0.00%$350,8774.9KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$21,621300Q1 2026OLDER
Team Financial Group, LLC$220M AUM0.00%$4306Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$26,174365Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$30,477425Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$470,0596.6KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$98514Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$721Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.