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Global Retirement Partners’s WisdomTree Bitcoin Fund BTCW Stock Holding History

Global Retirement Partners’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 		$73.2K Buy
+1,180
New +$89.6K ﹤0.01% 2269
2025
Q4 		$83.4K Hold
900
– – ﹤0.01% 2028
2025
Q3 		$109K Hold
900
– – ﹤0.01% 1474
2025
Q2 		$103K Buy
+900
New +$94K ﹤0.01% 1423
2024
Q4 		$4.93K Buy
+50
New +$4.4K ﹤0.01% 2688

Other funds holding BTCW

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
PFO
Pioneer Family Office North Miami Beach, Florida $194M AUM

Global Retirement Partners's BTCW Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree Bitcoin Fund (BTCW) in Q2 2026: 1,180 shares worth $73.2K. The stake represents ﹤0.01% of the portfolio and ranks #2269 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BTCW as recently as Q4 2025.

Global Retirement Partners first reported a position in BTCW in Q4 2024 and has held it in 5 quarters since. The position peaked at $109K in Q3 2025. 27 funds tracked by Wall St. Rank hold BTCW as of Q2 2026.

  • Global Retirement Partners held 1,180 shares of WisdomTree Bitcoin Fund worth $73.2K as of Q2 2026.
  • WisdomTree Bitcoin Fund was a new Global Retirement Partners position in Q2 2026.
  • WisdomTree Bitcoin Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2269 holding.
  • Global Retirement Partners first reported a position in WisdomTree Bitcoin Fund in Q4 2024 and has held it in 5 quarters since.
  • Global Retirement Partners's WisdomTree Bitcoin Fund position peaked at $109K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.