BFC Planning, Inc.’s WisdomTree Bitcoin Fund BTCW Stock Holding History

BFC Planning, Inc.’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	$6.2K	Buy	+100	New	+$7.59K	﹤0.01%	2592

Other funds holding BTCW

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Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

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

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Pioneer Family Office North Miami Beach, Florida $198M AUM 23.66% 1-Year Est. Return

BFC Planning, Inc.'s BTCW Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in WisdomTree Bitcoin Fund (BTCW) in Q2 2026: 100 shares worth $6.2K. The stake represents ﹤0.01% of the portfolio and ranks #2592 among its holdings.

28 funds tracked by Wall St. Rank hold BTCW as of Q2 2026.

BFC Planning, Inc. held 100 shares of WisdomTree Bitcoin Fund worth $6.2K as of Q2 2026.
WisdomTree Bitcoin Fund was a new BFC Planning, Inc. position in Q2 2026.
WisdomTree Bitcoin Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2592 holding.
28 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.