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CWC Advisors’s VanEck Bitcoin Trust HODL Stock Holding History

CWC Advisors’s Portfolio HODL Stock Details HODL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-21,625
Closed -$535K – 155
2025
Q4 		$535K Buy
21,625
+1,168
+6% +$33.1K 0.26% 90
2025
Q3 		$662K Sell
20,457
-2,420
-11% -$78.4K 0.32% 69
2025
Q2 		$697K Buy
22,877
+4,661
+26% +$130K 0.36% 65
2025
Q1 		$425K Buy
+18,216
New +$480K 0.24% 87

Other funds holding HODL

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CWC Advisors's HODL Position: Q1 2026 in Review

CWC Advisors sold out of VanEck Bitcoin Trust (HODL) in Q1 2026, closing a stake of 21,625 shares — an estimated $535K sold.

CWC Advisors first reported a position in HODL in Q1 2025 and held it in 4 quarters. The position peaked at $697K in Q2 2025. 129 funds tracked by Wall St. Rank hold HODL as of Q1 2026.

  • CWC Advisors reported no remaining VanEck Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • CWC Advisors sold 21,625 VanEck Bitcoin Trust shares in Q1 2026, an estimated $535K.
  • CWC Advisors first reported a position in VanEck Bitcoin Trust in Q1 2025 and held it in 4 quarters.
  • CWC Advisors's VanEck Bitcoin Trust position peaked at $697K in Q2 2025.
  • 129 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q1 2026.

Based on CWC Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.