Latest Period
Q4 2025
- Info
- Financials
- Holders
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
Institutions Reporting
25
Shares (Excl. Options)
284,566
Price
$92.68
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- Type / Class
- Equity / WisdomTree Bitcoin Fund
- Symbol
- BTCW on CBOE
- Shares outstanding
- 1,820,592
- Price per share
- $71.71
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 284,566
- Total reported value
- $26,372,593
- % of total 13F portfolios
- 0%
- Share change
- +47,307
- Value change
- +$3,617,732
- Number of holders
- 25
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- BTCW - WisdomTree Bitcoin Fund - WisdomTree Bitcoin Fund is tracked under CUSIP 97720F101.
- 25 institutions reported positions in Q4 2025.
- 1 significant owner is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 25 to 5 between Q4 2025 and Q1 2026.
- Reported value moved from $26,372,593 to $4,162,193.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 25 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 97720F101?
CUSIP 97720F101 identifies BTCW - WisdomTree Bitcoin Fund - WisdomTree Bitcoin Fund in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 97720F101:
Significant Owners of WisdomTree Bitcoin Fund - WisdomTree Bitcoin Fund (BTCW) based on Schedule 13D/G filings
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 12% | +103% | $15,116,008 | +$9,074,684 | 218,471 | +150% | Bank of New York Mellon Corp | 28 Feb 2026 |
As of 31 Dec 2025, 25 institutional investors reported holding 284,566 shares of WisdomTree Bitcoin Fund - WisdomTree Bitcoin Fund (BTCW). This represents 16% of the company’s total 1,820,592 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of WisdomTree Bitcoin Fund - WisdomTree Bitcoin Fund (BTCW) together control 16% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 4.8% | 87,315 | -18% | 0% | $8,092,355 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.9% | 52,105 | +655% | 0.01% | $4,829,091 |
| LPL Financial LLC | 1.8% | 33,618 | +89% | 0% | $3,115,716 |
| MEITAV INVESTMENT HOUSE LTD | 1.7% | 30,740 | +24% | 0.03% | $2,848,983 |
| Whitaker-Myers Wealth Managers, LTD. | 1.4% | 26,307 | +45% | 0.51% | $2,438,133 |
| Financial Life Planners | 0.86% | 15,712 | +12% | 1% | $1,456,143 |
| Belvedere Trading LLC | 0.49% | 8,966 | 0.15% | $830,969 | |
| Private Advisor Group, LLC | 0.37% | 6,785 | -28% | 0% | $628,835 |
| CITADEL ADVISORS LLC | 0.37% | 6,780 | +235% | 0% | $628,370 |
| GREAT VALLEY ADVISOR GROUP, INC. | 0.27% | 4,960 | +4.8% | 0.01% | $459,693 |
| Harel Insurance Investments & Financial Services Ltd. | 0.2% | 3,629 | +173% | 0% | $336,000 |
| Nautilus Advisors LLC | 0.17% | 3,131 | +68% | 0.19% | $290,181 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 0.06% | 1,070 | 0.02% | $99,168 | |
| Global Retirement Partners, LLC | 0.05% | 900 | 0% | 0% | $83,412 |
| Frazier Financial Advisors, LLC | 0.03% | 630 | -27% | 0.03% | $58,389 |
| CWM, LLC | 0.03% | 531 | 0% | 0% | $49,000 |
| Farther Finance Advisors, LLC | 0.03% | 500 | 0% | 0% | $46,340 |
| Steward Partners Investment Advisory, LLC | 0.01% | 225 | 0% | 0% | $20,853 |
| OPTIMA CAPITAL LLC | 0.01% | 210 | 0.01% | $19,463 | |
| Indiana Trust & Investment Management Co | 0.01% | 207 | 0% | 0.01% | $19,185 |
| Geneos Wealth Management Inc. | 0.01% | 162 | +636% | 0% | $15,014 |
| TSFG, LLC | 0% | 69 | 0% | $6,000 | |
| Smartleaf Asset Management LLC | 0% | 7 | 0% | $651 | |
| Team Financial Group, LLC | 0% | 6 | 0% | 0% | $556 |
| IFP Advisors, Inc | 0% | 1 | 0% | 0% | $93 |
Institutional Holders of WisdomTree Bitcoin Fund - WisdomTree Bitcoin Fund (BTCW) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 58,041 | $4,162,193 | +$888,415 | $71.71 | 5 |
| 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 |