Security Snapshot

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

CUSIP: 97720F101

13F Institutional Holders and Ownership History from Q1 2024 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

26

Shares (Excl. Options)

902.03KFull value: 902,034 · shares · 30 Jun 2026

Price

$62.00

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+84,859
Value change
+$5,164,915
Number of holders
26
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
1,940,440
SEC-reported price per share
$87.45
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • BTCW - WisdomTree Bitcoin Fund - WisdomTree Bitcoin Fund is tracked under CUSIP 97720F101.
  • 26 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 25 to 26 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $58.57MFull value: $58,566,248 · USD · 31 Mar 2026
    to
    $55.94MFull value: $55,944,901 · USD · 30 Jun 2026
    .

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 Q2 2026.

Open SEC evidence

Security key

97720F101

13F reference period

Q2 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 17% +21% $28,436,329 +$2,277,639 322,113 +8.7% Bank of New York Mellon Corp 30 Sep 2026
As of 30 Jun 2026, 26 institutional investors reported holding
902.03KFull value: 902,034 · shares · 30 Jun 2026
shares of WisdomTree Bitcoin Fund - WisdomTree Bitcoin Fund (BTCW). This represents 46% of the company’s total
1.94MFull value: 1,940,440 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

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

Top holder share
46%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Bank of New York Mellon Corp 15% 296,313 +65% 0% $18,371,431
SUSQUEHANNA INTERNATIONAL GROUP, LLP 7.3% 141,482 -58% 0.01% $8,771,884
JANE STREET GROUP, LLC 7.3% 140,810 +86% 0.01% $8,730,220
LPL Financial LLC 4.5% 86,602 +6.3% 0% $5,369,324
OLD MISSION CAPITAL LLC 3.9% 75,962 0.12% $4,709,644
MEITAV INVESTMENT HOUSE LTD 3% 58,993 +32% 0.02% $3,657,566
Whitaker-Myers Wealth Managers, LTD. 2.3% 44,296 +14% 0.46% $2,746,352
Financial Life Planners 0.81% 15,628 +0.2% 0.62% $968,906
Virtu Financial LLC 0.48% 9,226 +15% 0.02% $572,000
CITADEL ADVISORS LLC 0.29% 5,637 -14% 0% $349,494
GREAT VALLEY ADVISOR GROUP, INC. 0.27% 5,299 -4.3% 0.01% $328,538
Harel Insurance Investments & Financial Services Ltd. 0.27% 5,210 -0.59% 0% $323,000
FLOW TRADERS U.S. LLC 0.25% 4,806 0.01% $298,000
Nautilus Advisors LLC 0.18% 3,474 +0.78% 0.14% $234,443
Creative Planning 0.18% 3,406 0% $211,172
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 0.08% 1,570 +15% 0.03% $97,340
Global Retirement Partners, LLC 0.06% 1,180 +31% 0% $73,160
Frazier Financial Advisors, LLC 0.03% 630 0% 0.02% $39,060
Geneos Wealth Management Inc. 0.02% 367 0% 0% $22,754
Steward Partners Investment Advisory, LLC 0.02% 365 0% 0% $22,630
Spectrum Wealth Advisory Group, LLC 0.02% 342 0.01% $21,204
Farther Finance Advisors, LLC 0.01% 260 -13% 0% $16,120
TSFG, LLC 0% 69 0% 0% $4,000
Indiana Trust & Investment Management Co 0% 47 0% 0% $2,914
NewEdge Advisors, LLC 0% 46 0% $2,852

Quarter history

Institutional holders across reporting periods

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

Periods
11
Headline period
Q2 2026
Rows shown
1-11 of 11
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 106,835 $9,430,973 -$348,387 $88.28 9
2026 Q2 902,034 $55,944,901 +$5,164,915 $62.00 26
2026 Q1 816,700 $58,566,248 +$38,219,838 $71.71 25
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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