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Wisdomtree Bitcoin Fund (BTCW)

CUSIP: 97720F101 | NYSE | 52 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABank of New York Mellon Corp
with BNY Mellon IHC, LLC, MBC Investments Corp, Newton Investment Management North America, LLC
322,11316.6%+25,800Sep 30, 2026No 13F filer matched
13G/ABank of New York Mellon Corp

Institutional Holders — Q3 2026

Bank of New York Mellon Corp322,113
0.0% of portfolio›$28.4M
Meitav Investment House LTD58,844
0.0% of portfolio›$5.2M
LPL Financial LLC48,626
0.0% of portfolio›$4.3M
Whitaker-Myers Wealth Managers, Ltd.37,995
0.5% of portfolio›$3.4M
Pioneer Family Office, LLC34,800
0.4% of portfolio›$696.8K
Harel Insurance Investments & Financial Services Ltd.5,093
0.0% of portfolio›$450
Nautilus Advisors LLC3,607
0.2% of portfolio›$318.4K
Creative Planning3,433
0.0% of portfolio›$303.1K
Commonwealth Equity Services, LLC2,604
0.0% of portfolio›$229.9K
Farther Finance Advisors, LLC260
0.0% of portfolio›$23.0K
Indiana Trust & Investment Management Co47
0.0% of portfolio›$4.1K
Tsfg, LLC39
0.0% of portfolio›$3
Team Financial Group, LLC6
0.0% of portfolio›$530
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
322,113$28.4M0.0%CoreLowNew York, NY2026-11-05
Meitav Investment House LTD
58,844$5.2M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
LPL Financial LLC
48,626$4.3M0.0%IndexVery LowFort Mill, SC2026-11-06
Whitaker-Myers Wealth Managers, Ltd.
37,995$3.4M0.5%ETFMediumMansfield, OH2026-10-09
Pioneer Family Office, LLC
34,800$696.8K0.4%ETFMediumNorth Miami Beach, FL2026-10-30
Harel Insurance Investments & Financial Services Ltd.
5,093$4500.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Nautilus Advisors LLC
3,607$318.4K0.2%GrowthLowLa Jolla, CA2026-10-07
Creative Planning
3,433$303.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Commonwealth Equity Services, LLC
2,604$229.9K0.0%ETFLowWaltham, MA2026-11-02
Farther Finance Advisors, LLC
260$23.0K0.0%IndexLowSan Francisco, CA2026-10-08
Indiana Trust & Investment Management Co
47$4.1K0.0%GrowthLowMishawaka, IN2026-10-22
Tsfg, LLC
39$30.0%ETFLowLake Forest, IL2026-10-23
Team Financial Group, LLC
6$5300.0%ETFLowTemecula, CA2026-10-30
322,113
16.6% of class · Sep 30, 2026+25,800
with BNY Mellon IHC, LLC, MBC Investments Corp, Newton Investment Management North America, LLC
No 13F filer matched