Carson Wealth (CWM LLC)
BTCW icon

Carson Wealth (CWM LLC)’s WisdomTree Bitcoin Fund BTCW Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$30.5K Sell
425
-106
-20% -$8.57K ﹤0.01% 4155
2025
Q4 		$49K Hold
531
– – ﹤0.01% 3613
2025
Q3 		$64K Hold
531
– – ﹤0.01% 3321
2025
Q2 		$61K Sell
531
-3,410
-87% -$356K ﹤0.01% 3115
2025
Q1 		$344K Buy
+3,941
New +$389K ﹤0.01% 1605

Other funds holding BTCW

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
PFO
Pioneer Family Office North Miami Beach, Florida $194M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BTCW Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its WisdomTree Bitcoin Fund (BTCW) stake by 20% in Q1 2026, selling an estimated $8.57K and leaving 425 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4155.

Carson Wealth (CWM LLC) first reported a position in BTCW in Q1 2025 and has held it in 5 quarters since. The position peaked at $344K in Q1 2025. 26 funds tracked by Wall St. Rank hold BTCW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 425 shares of WisdomTree Bitcoin Fund worth $30.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 106 WisdomTree Bitcoin Fund shares in Q1 2026, an estimated $8.57K.
  • WisdomTree Bitcoin Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4155 holding.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree Bitcoin Fund in Q1 2025 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s WisdomTree Bitcoin Fund position peaked at $344K in Q1 2025.
  • 26 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.