| 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, 26 institutional investors reported holding 284,577 shares of WisdomTree Bitcoin Fund - WisdomTree Bitcoin Fund (BTCW). This represents 16% of the company’s total 1,820,592 outstanding shares.
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 | |
| Sarver Vrooman Wealth Advisors | 0% | 11 | 0% | $1,019 | |
| Smartleaf Asset Management LLC | 0% | 7 | 0% | $651 | |
| Team Financial Group, LLC | 0% | 6 | 0% | 0% | $556 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 284,577 | $26,373,612 | +$3,618,751 | $92.68 | 26 |
| 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 |