Security Snapshot

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

CUSIP: 97720F101

13F Institutional Holders and Ownership History from Q1 2024 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

26

Shares (Excl. Options)

902,034

Price

$62.00

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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
2,178,772
SEC-reported price per share
$68.61
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 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 $58,566,248 to $55,944,901.

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

Latest holder 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 14% +23% $18,371,406 +$3,754,782 296,313 +26% Bank of New York Mellon Corp 30 Jun 2026

As of 30 Jun 2026, 26 institutional investors reported holding 902,034 shares of WisdomTree Bitcoin Fund - WisdomTree Bitcoin Fund (BTCW). This represents 41% of the company’s total 2,178,772 outstanding shares.

13F concentration

Top 25 institutional shareholders

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

Top holder share
41%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Bank of New York Mellon Corp 14% 296,313 +65% 0% $18,371,431
SUSQUEHANNA INTERNATIONAL GROUP, LLP 6.5% 141,482 -58% 0.01% $8,771,884
JANE STREET GROUP, LLC 6.5% 140,810 +86% 0.01% $8,730,220
LPL Financial LLC 4% 86,602 +6.3% 0% $5,369,324
OLD MISSION CAPITAL LLC 3.5% 75,962 0.12% $4,709,644
MEITAV INVESTMENT HOUSE LTD 2.7% 58,993 +32% 0.02% $3,657,566
Whitaker-Myers Wealth Managers, LTD. 2% 44,296 +14% 0.46% $2,746,352
Financial Life Planners 0.72% 15,628 +0.2% 0.62% $968,906
Virtu Financial LLC 0.42% 9,226 +15% 0.02% $572,000
CITADEL ADVISORS LLC 0.26% 5,637 -14% 0% $349,494
GREAT VALLEY ADVISOR GROUP, INC. 0.24% 5,299 -4.3% 0.01% $328,538
Harel Insurance Investments & Financial Services Ltd. 0.24% 5,210 -0.59% 0% $323,000
FLOW TRADERS U.S. LLC 0.22% 4,806 0.01% $298,000
Nautilus Advisors LLC 0.16% 3,474 +0.78% 0.14% $234,443
Creative Planning 0.16% 3,406 0% $211,172
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 0.07% 1,570 +15% 0.03% $97,340
Global Retirement Partners, LLC 0.05% 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
10
Latest
Q2 2026
Rows shown
1-10 of 10
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
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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