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DaveManuel.com · Institutional Ownership · Who Owns It

WISDOMTREE BITCOIN FD (BTCW)

Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.

28
Reporting holders
$56.4M
Reported value
42.9%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+2
Holder change

Institutions report 936,934 shares against 2,185,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Bank of New York Mellon Corp$18.4M296,3130.00%9q+64.8%+$7.2M
SUSQUEHANNA INTERNATIONAL GROUP, LLP$8.8M141,4820.00%10q-58.2%-$12.2M
JANE STREET GROUP, LLC$8.7M140,8100.00%2q+86.0%+$4.0M
LPL Financial LLC$5.4M86,6020.00%7q+6.3%+$319.9K
OLD MISSION CAPITAL LLC$4.7M75,9620.07%newNEW
MEITAV INVESTMENT HOUSE LTD$3.7M58,9930.02%6q+32.3%+$893.2K
Whitaker-Myers Wealth Managers, LTD.$2.7M44,2960.46%7q+14.5%+$347.2K
Financial Life Planners$968.9K15,6280.62%7qHELD
Virtu Financial LLC$572.0K9,2260.02%2q+15.1%+$75.2K
Pioneer Family Office, LLC$485.2K34,8000.25%3qHELD
CITADEL ADVISORS LLC$349.5K5,6370.00%10q-14.0%-$56.9K
GREAT VALLEY ADVISOR GROUP, INC.$328.5K5,2990.01%6q-4.3%-$14.9K
Harel Insurance Investments & Financial Services Ltd.$323.0K5,2100.00%5q-0.6%-$1.9K
FLOW TRADERS U.S. LLC$298.0K4,8060.01%newNEW
Nautilus Advisors LLC$234.4K3,4740.14%4q+0.8%+$1.8K
Creative Planning$211.2K3,4060.00%newNEW
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$97.3K1,5700.03%3q+14.6%+$12.4K
Global Retirement Partners, LLC$73.2K1,1800.00%5q+31.1%+$17.4K
Frazier Financial Advisors, LLC$39.1K6300.02%7qHELD
Geneos Wealth Management Inc.$22.8K3670.00%4qHELD
Steward Partners Investment Advisory, LLC$22.6K3650.00%6qHELD
Spectrum Wealth Advisory Group, LLC$21.2K3420.01%newNEW
Farther Finance Advisors, LLC$16.1K2600.00%10q-13.3%-$2.5K
BFC Planning, Inc.$6.2K1000.00%newNEW
TSFG, LLC$4.0K690.00%3qHELD
Indiana Trust & Investment Management Co$2.9K470.00%9qHELD
NewEdge Advisors, LLC$2.9K460.00%newNEW
Smartleaf Asset Management LLC$893140.00%3qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-10-2213G/ABank of New York Mellon Corpwith 3 co-filers16.6%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20266$8.9M100,7920120.0%
Q2 202628$56.4M936,9346950.0%
Q1 202626$59.7M851,50021361.0%
Q4 202526$29.4M319,36651037.8%
Q3 202523$28.8M237,2594750.0%
Q2 202525$28.6M250,73671060.0%
Q1 202524$48.3M553,04691120.0%
Q4 202418$17.9M181,4138260.0%
Q3 202411$21.2M315,3261150.0%
Q2 202416$47.6M747,68610330.0%
Q1 20247$39.8M528,3167000.0%