Commonwealth Equity Services’s WisdomTree Bitcoin Fund BTCW Stock Holding History

Commonwealth Equity Services’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 Q3	$230K	Buy	+2,604	New	+$196K	﹤0.01%	3965

Other funds holding BTCW

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Pioneer Family Office North Miami Beach, Florida $198M AUM 23.66% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RIAL

Rothwell Investment Advisors, LLC Salem, Massachusetts $187M AUM

Commonwealth Equity Services's BTCW Position: Q3 2026 in Review

Commonwealth Equity Services opened a new position in WisdomTree Bitcoin Fund (BTCW) in Q3 2026: 2,604 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #3965 among its holdings.

14 funds tracked by Wall St. Rank hold BTCW as of Q3 2026.

Commonwealth Equity Services held 2,604 shares of WisdomTree Bitcoin Fund worth $230K as of Q3 2026.
WisdomTree Bitcoin Fund was a new Commonwealth Equity Services position in Q3 2026.
WisdomTree Bitcoin Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #3965 holding.
14 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.