EWA
BTC

EP Wealth Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

EP Wealth Advisors’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$293K Buy
11,289
+2,096
+23% +$66.5K ﹤0.01% 1311
2026
Q1 		$276K Sell
9,193
-328
-3% -$11.1K ﹤0.01% 1218
2025
Q4 		$369K Buy
+9,521
New +$422K ﹤0.01% 1020
2025
Q2 		$648K Buy
13,571
+1,026
+8% +$44.8K ﹤0.01% 682
2025
Q1 		$458K Buy
+12,545
New +$518K ﹤0.01% 740

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

EP Wealth Advisors's BTC Position: Q2 2026 in Review

EP Wealth Advisors increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 23% in Q2 2026, buying an estimated $66.5K and bringing the position to 11,289 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

EP Wealth Advisors first reported a position in BTC in Q1 2025 and has held it in 5 quarters since. The position peaked at $648K in Q2 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • EP Wealth Advisors held 11,289 shares of Grayscale Bitcoin Mini Trust ETF worth $293K as of Q2 2026.
  • EP Wealth Advisors bought 2,096 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $66.5K.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1311 holding.
  • EP Wealth Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2025 and has held it in 5 quarters since.
  • EP Wealth Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $648K in Q2 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.