Frazier Financial Advisors’s WisdomTree Bitcoin Fund BTCW Stock Holding History

Frazier Financial Advisors’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 Q1	$45.2K	Hold	630	–	–	0.03%	201
2025 Q4	$58.4K	Sell	630 -229	-27%	-$24.3K	0.03%	153
2025 Q3	$104K	Sell	859 -109	-11%	-$13.2K	0.06%	97
2025 Q2	$111K	Buy	968 +229	+31%	+$23.9K	0.08%	94
2025 Q1	$64.5K	Buy	739 +109	+17%	+$10.8K	0.05%	114
2024 Q4	$62.7K	Buy	+630	New	+$55.5K	0.05%	117
2024 Q3	–	Sell	-997	Closed	-$63.5K	–	885
2024 Q2	$63.5K	Buy	+997	New	+$69.4K	0.05%	123

Other funds holding BTCW

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

FLP

Financial Life Planners Tempe, Arizona $156M AUM 23.26% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

PFO

Pioneer Family Office North Miami Beach, Florida $156M AUM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Frazier Financial Advisors's BTCW Position: Q1 2026 in Review

Frazier Financial Advisors held its WisdomTree Bitcoin Fund (BTCW) position steady in Q1 2026 at 630 shares worth $45.2K. The position accounts for 0.03% of the portfolio, ranked #201.

Frazier Financial Advisors first reported a position in BTCW in Q2 2024 and has held it in 7 quarters since. The position peaked at $111K in Q2 2025. 26 funds tracked by Wall St. Rank hold BTCW as of Q1 2026.

Frazier Financial Advisors held 630 shares of WisdomTree Bitcoin Fund worth $45.2K as of Q1 2026.
Frazier Financial Advisors left its WisdomTree Bitcoin Fund share count unchanged in Q1 2026.
WisdomTree Bitcoin Fund made up 0.03% of Frazier Financial Advisors's portfolio in Q1 2026, its #201 holding.
Frazier Financial Advisors first reported a position in WisdomTree Bitcoin Fund in Q2 2024 and has held it in 7 quarters since.
Frazier Financial Advisors's WisdomTree Bitcoin Fund position peaked at $111K in Q2 2025.
26 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.