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Financial Life Planners’s WisdomTree Bitcoin Fund BTCW Stock Holding History

Financial Life Planners’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 		$969K Buy
15,628
+31
+0.2% +$2.35K 0.62% 20
2026
Q1 		$1.12M Sell
15,597
-115
-0.7% -$9.3K 0.86% 15
2025
Q4 		$1.46M Buy
15,712
+1,707
+12% +$181K 1.05% 16
2025
Q3 		$1.7M Buy
14,005
+3,864
+38% +$469K 1.14% 16
2025
Q2 		$1.16M Buy
10,141
+5,310
+110% +$555K 0.94% 19
2025
Q1 		$422K Buy
4,831
+700
+17% +$69.1K 0.41% 30
2024
Q4 		$408K Buy
+4,131
New +$364K 0.34% 32

Other funds holding BTCW

WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
PFO
Pioneer Family Office North Miami Beach, Florida $194M AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return

Financial Life Planners's BTCW Position: Q2 2026 in Review

Financial Life Planners increased its WisdomTree Bitcoin Fund (BTCW) stake by 0.2% in Q2 2026, buying an estimated $2.35K and bringing the position to 15,628 shares worth $969K. The position accounts for 0.62% of the portfolio, ranked #20.

Financial Life Planners first reported a position in BTCW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.7M in Q3 2025. 8 funds tracked by Wall St. Rank hold BTCW as of Q2 2026.

  • Financial Life Planners held 15,628 shares of WisdomTree Bitcoin Fund worth $969K as of Q2 2026.
  • Financial Life Planners bought 31 WisdomTree Bitcoin Fund shares in Q2 2026, an estimated $2.35K.
  • WisdomTree Bitcoin Fund made up 0.62% of Financial Life Planners's portfolio in Q2 2026, its #20 holding.
  • Financial Life Planners first reported a position in WisdomTree Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
  • Financial Life Planners's WisdomTree Bitcoin Fund position peaked at $1.7M in Q3 2025.
  • 8 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.