Wisdomtree Bitcoin Fund (BTCW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Bank of New York Mellon Corp

INCREASED

Shares322,113 from 296,313

Change+25,800 (+9%)

Value$28.4M (+$10.1M)

Filed 2026-11-05

Meitav Investment House LTD

DECREASED

Shares58,844 from 58,993

Change-149 (0%)

Value$5.2M (+$1.5M)

Filed 2026-10-28

LPL Financial LLC

DECREASED

Shares48,626 from 86,602

Change-37,976 (-44%)

Value$4.3M (-$1.1M)

Filed 2026-11-06

Whitaker-Myers Wealth Managers, Ltd.

DECREASED

Shares37,995 from 44,296

Change-6,301 (-14%)

Value$3.4M (+$607.9K)

Filed 2026-10-09

Pioneer Family Office, LLC

UNCHANGED

Shares34,800 from 34,800

Change0 (0%)

Value$696.8K (+$211.6K)

Filed 2026-10-30

Harel Insurance Investments & Financial Services Ltd.

DECREASED

Shares5,093 from 5,210

Change-117 (-2%)

Value$450 (-$322.6K)

Filed 2026-11-02

Nautilus Advisors LLC

INCREASED

Shares3,607 from 3,474

Change+133 (+4%)

Value$318.4K (+$84.0K)

Filed 2026-10-07

Creative Planning

INCREASED

Shares3,433 from 3,406

Change+27 (+1%)

Value$303.1K (+$91.9K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

NEW

Shares2,604

Change+2,604

Value$229.9K

Filed 2026-11-02

Farther Finance Advisors, LLC

UNCHANGED

Shares260 from 260

Change0 (0%)

Value$23.0K (+$6.8K)

Filed 2026-10-08

Rothwell Investment Advisors, LLC

NEW

Shares121

Change+121

Value$10.7K

Filed 2026-11-06

Indiana Trust & Investment Management Co

UNCHANGED

Shares47 from 47

Change0 (0%)

Value$4.1K (+$1.2K)

Filed 2026-10-22

Tsfg, LLC

DECREASED

Shares39 from 69

Change-30 (-43%)

Value$3 (-$1)

Filed 2026-10-23

Team Financial Group, LLC

NEW

Shares6

Change+6

Value$530

Filed 2026-10-30

Spectrum Wealth Advisory Group, LLC

CLOSED

Shares0 from 342

Change-342 (-100%)

Value$0 (-$21.2K)

Filed 2026-10-29

Susquehanna International Group, LLP

N/A

Shares— from 141,482

Change-141,482 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 140,810

Change-140,810 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 75,962

Change-75,962 (-100%)

Value—

Financial Life Planners

N/A

Shares— from 15,628

Change-15,628 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 9,226

Change-9,226 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 5,637

Change-5,637 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 5,299

Change-5,299 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 4,806

Change-4,806 (-100%)

Value—

Towarzystwo Funduszy Inwestycyjnych PZU SA

N/A

Shares— from 1,570

Change-1,570 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,180

Change-1,180 (-100%)

Value—

Frazier Financial Advisors, LLC

N/A

Shares— from 630

Change-630 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 367

Change-367 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 365

Change-365 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 100

Change-100 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 46

Change-46 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

	Status
Bank of New York Mellon Corp	INCREASED	322,113	296,313	+25,800	+9%	$18.4M	$28.4M	+$10.1M	2026-11-05
Meitav Investment House LTD	DECREASED	58,844	58,993	-149	0%	$3.7M	$5.2M	+$1.5M	2026-10-28
LPL Financial LLC	DECREASED	48,626	86,602	-37,976	-44%	$5.4M	$4.3M	-$1.1M	2026-11-06
Whitaker-Myers Wealth Managers, Ltd.	DECREASED	37,995	44,296	-6,301	-14%	$2.7M	$3.4M	+$607.9K	2026-10-09
Pioneer Family Office, LLC	UNCHANGED	34,800	34,800	0	0%	$485.2K	$696.8K	+$211.6K	2026-10-30
Harel Insurance Investments & Financial Services Ltd.	DECREASED	5,093	5,210	-117	-2%	$323.0K	$450	-$322.6K	2026-11-02
Nautilus Advisors LLC	INCREASED	3,607	3,474	+133	+4%	$234.4K	$318.4K	+$84.0K	2026-10-07
Creative Planning	INCREASED	3,433	3,406	+27	+1%	$211.2K	$303.1K	+$91.9K	2026-11-02
Commonwealth Equity Services, LLC	NEW	2,604	—	+2,604	—	—	$229.9K	—	2026-11-02
Farther Finance Advisors, LLC	UNCHANGED	260	260	0	0%	$16.1K	$23.0K	+$6.8K	2026-10-08
Rothwell Investment Advisors, LLC	NEW	121	—	+121	—	—	$10.7K	—	2026-11-06
Indiana Trust & Investment Management Co	UNCHANGED	47	47	0	0%	$2.9K	$4.1K	+$1.2K	2026-10-22
Tsfg, LLC	DECREASED	39	69	-30	-43%	$4	$3	-$1	2026-10-23
Team Financial Group, LLC	NEW	6	—	+6	—	—	$530	—	2026-10-30
Spectrum Wealth Advisory Group, LLC	CLOSED	0	342	-342	-100%	$21.2K	$0	-$21.2K	2026-10-29
Susquehanna International Group, LLP	N/A	—	141,482	-141,482	-100%	$8.8M	—	—	—
Jane Street Group, LLC	N/A	—	140,810	-140,810	-100%	$8.7M	—	—	—
Old Mission Capital LLC	N/A	—	75,962	-75,962	-100%	$4.7M	—	—	—
Financial Life Planners	N/A	—	15,628	-15,628	-100%	$968.9K	—	—	—
Virtu Financial LLC	N/A	—	9,226	-9,226	-100%	$572.0K	—	—	—
Citadel Advisors LLC	N/A	—	5,637	-5,637	-100%	$349.5K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	5,299	-5,299	-100%	$328.5K	—	—	—
Flow Traders U.S. LLC	N/A	—	4,806	-4,806	-100%	$298.0K	—	—	—
Towarzystwo Funduszy Inwestycyjnych PZU SA	N/A	—	1,570	-1,570	-100%	$97.3K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,180	-1,180	-100%	$73.2K	—	—	—
Frazier Financial Advisors, LLC	N/A	—	630	-630	-100%	$39.1K	—	—	—
Geneos Wealth Management Inc.	N/A	—	367	-367	-100%	$22.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	365	-365	-100%	$22.6K	—	—	—
BFC Planning, Inc.	N/A	—	100	-100	-100%	$6.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	46	-46	-100%	$2.9K	—	—	—
Smartleaf Asset Management LLC	N/A	—	14	-14	-100%	$893	—	—	—

Showing 31 of 31 institutions