Bank of New York Mellon
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Bank of New York Mellon’s WisdomTree Bitcoin Fund BTCW Stock Holding History

Bank of New York Mellon’s Portfolio BTCW Stock Details BTCW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.4M Buy
296,313
+116,555
+65% +$8.85M ﹤0.01% 1677
2026
Q1 		$12.9M Buy
179,758
+92,443
+106% +$7.47M ﹤0.01% 1789
2025
Q4 		$8.09M Sell
87,315
-18,916
-18% -$2.01M ﹤0.01% 2052
2025
Q3 		$12.9M Sell
106,231
-13,907
-12% -$1.69M ﹤0.01% 1790
2025
Q2 		$13.7M Buy
120,138
+48,076
+67% +$5.02M ﹤0.01% 1721
2025
Q1 		$6.29M Sell
72,062
-43,046
-37% -$4.25M ﹤0.01% 2098
2024
Q4 		$11.4M Buy
115,108
+47,821
+71% +$4.21M ﹤0.01% 1863
2024
Q3 		$4.53M Sell
67,287
-44,326
-40% -$2.87M ﹤0.01% 2335
2024
Q2 		$7.11M Buy
+111,613
New +$7.77M ﹤0.01% 2146

Other funds holding BTCW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
FLP
Financial Life Planners Tempe, Arizona $156M AUM 23.26% 1-Year Est. Return
PFO
Pioneer Family Office North Miami Beach, Florida $194M AUM
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
TFIPS
Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw $355M AUM 44.85% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Bank of New York Mellon's BTCW Position: Q2 2026 in Review

Bank of New York Mellon increased its WisdomTree Bitcoin Fund (BTCW) stake by 65% in Q2 2026, buying an estimated $8.85M and bringing the position to 296,313 shares worth $18.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Bank of New York Mellon first reported a position in BTCW in Q2 2024 and has held it in 9 quarters since. 18 funds tracked by Wall St. Rank hold BTCW as of Q2 2026.

  • Bank of New York Mellon held 296,313 shares of WisdomTree Bitcoin Fund worth $18.4M as of Q2 2026.
  • Bank of New York Mellon bought 116,555 WisdomTree Bitcoin Fund shares in Q2 2026, an estimated $8.85M.
  • WisdomTree Bitcoin Fund made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #1677 holding.
  • Bank of New York Mellon first reported a position in WisdomTree Bitcoin Fund in Q2 2024 and has held it in 9 quarters since.
  • 18 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.