Security Snapshot

WisdomTree Bitcoin Fund - WisdomTree Bitcoin Fund (BTCW) Institutional Ownership

CUSIP: 97720F101

13F Institutional Holders and Ownership History from Q1 2024 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

26

Shares (Excl. Options)

816,900

Price

$71.71

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+533,234
Value change
+$38,234,180
Number of holders
26
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
2,123,892
SEC-reported price per share
$86.20
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • BTCW - WisdomTree Bitcoin Fund - WisdomTree Bitcoin Fund is tracked under CUSIP 97720F101.
  • 26 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 25 to 26 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $26,372,593 to $58,580,590.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 26 institutions filings for Q1 2026.

Open SEC evidence

Security key

97720F101

Latest holder period

Q1 2026

13F holders

26

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
BTCW
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Bank of New York Mellon Corp 11% +26% $17,803,991 +$4,228,667 235,752 +31% Bank of New York Mellon Corp 30 Apr 2026

As of 31 Mar 2026, 26 institutional investors reported holding 816,900 shares of WisdomTree Bitcoin Fund - WisdomTree Bitcoin Fund (BTCW). This represents 38% of the company’s total 2,123,892 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
38%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP 16% 338,604 +550% 0.03% $24,281,293
Bank of New York Mellon Corp 8.5% 179,758 +106% 0% $12,890,475
LPL Financial LLC 3.8% 81,443 +142% 0% $5,840,278
JANE STREET GROUP, LLC 3.6% 75,692 0.01% $5,427,873
MEITAV INVESTMENT HOUSE LTD 2.1% 44,587 +45% 0.04% $3,197,334
Whitaker-Myers Wealth Managers, LTD. 1.8% 38,696 +47% 0.55% $2,774,890
Financial Life Planners 0.73% 15,597 -0.73% 0.86% $1,118,426
Virtu Financial LLC 0.38% 8,013 0.02% $575,000
Private Advisor Group, LLC 0.34% 7,141 +5.2% 0% $512,081
CITADEL ADVISORS LLC 0.31% 6,555 -3.3% 0% $470,059
GREAT VALLEY ADVISOR GROUP, INC. 0.26% 5,539 +12% 0.01% $397,201
Harel Insurance Investments & Financial Services Ltd. 0.25% 5,241 +44% 0% $376,000
Nautilus Advisors LLC 0.16% 3,447 +10% 0.17% $247,184
Belvedere Trading LLC 0.13% 2,793 -69% 0.03% $200,286
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 0.06% 1,370 +28% 0.03% $98,243
Frazier Financial Advisors, LLC 0.03% 630 0% 0.03% $45,178
CWM, LLC 0.02% 425 -20% 0% $30,477
Geneos Wealth Management Inc. 0.02% 367 +127% 0% $26,318
Steward Partners Investment Advisory, LLC 0.02% 365 +62% 0% $26,174
Farther Finance Advisors, LLC 0.01% 300 -40% 0% $21,621
Western Wealth Management, LLC 0.01% 200 0% $14,342
TSFG, LLC 0% 69 0% 0% $5,000
Indiana Trust & Investment Management Co 0% 47 -77% 0% $3,370
Smartleaf Asset Management LLC 0% 14 +100% 0% $985
Team Financial Group, LLC 0% 6 0% 0% $430

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
9
Latest
Q1 2026
Rows shown
1-9 of 9
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 816,900 $58,580,590 +$38,234,180 $71.71 26
2025 Q4 284,566 $26,372,593 +$3,617,732 $92.68 25
2025 Q3 237,259 $28,771,714 -$1,367,591 $121.27 23
2025 Q2 250,736 $28,639,813 -$27,534,245 $114.22 25
2025 Q1 553,046 $48,262,683 +$32,434,023 $87.26 24
2024 Q4 181,412 $17,896,724 -$13,245,493 $98.65 18
2024 Q3 315,326 $21,208,738 -$28,734,960 $67.26 11
2024 Q2 747,686 $47,599,315 +$13,820,282 $63.66 16
2024 Q1 528,316 $39,839,012 +$39,839,012 $75.41 7
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