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Essex LLC’s WisdomTree Bitcoin Fund BTCW Stock Holding History

Essex 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
2025
Q2 		– Sell
-2,480
Closed -$216K – 179
2025
Q1 		$216K Hold
2,480
– – 0.05% 158
2024
Q4 		$245K Buy
+2,480
New +$218K 0.05% 147

Other funds holding BTCW

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FLP
Financial Life Planners Tempe, Arizona $156M AUM 23.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Essex LLC's BTCW Position: Q2 2025 in Review

Essex LLC sold out of WisdomTree Bitcoin Fund (BTCW) in Q2 2025, closing a stake of 2,480 shares — an estimated $216K sold.

Essex LLC first reported a position in BTCW in Q4 2024 and held it in 2 quarters. The position peaked at $245K in Q4 2024. 25 funds tracked by Wall St. Rank hold BTCW as of Q2 2025.

  • Essex LLC reported no remaining WisdomTree Bitcoin Fund position as of Q2 2025 after selling out during the quarter.
  • Essex LLC sold 2,480 WisdomTree Bitcoin Fund shares in Q2 2025, an estimated $216K.
  • Essex LLC first reported a position in WisdomTree Bitcoin Fund in Q4 2024 and held it in 2 quarters.
  • Essex LLC's WisdomTree Bitcoin Fund position peaked at $245K in Q4 2024.
  • 25 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q2 2025.

Based on Essex LLC's 13F filing for Q2 2025, filed 28 Jul 2025.