Creative Planning
BTCW icon

Creative Planning’s WisdomTree Bitcoin Fund BTCW Stock Holding History

Creative Planning’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 		$211K Buy
+3,406
New +$259K ﹤0.01% 3841

Other funds holding BTCW

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
PFO
Pioneer Family Office North Miami Beach, Florida $194M AUM

Creative Planning's BTCW Position: Q2 2026 in Review

Creative Planning opened a new position in WisdomTree Bitcoin Fund (BTCW) in Q2 2026: 3,406 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #3841 among its holdings.

27 funds tracked by Wall St. Rank hold BTCW as of Q2 2026.

  • Creative Planning held 3,406 shares of WisdomTree Bitcoin Fund worth $211K as of Q2 2026.
  • WisdomTree Bitcoin Fund was a new Creative Planning position in Q2 2026.
  • WisdomTree Bitcoin Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3841 holding.
  • 27 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.