Great Valley Advisor Group’s WisdomTree Bitcoin Fund BTCW Stock Holding History

Great Valley Advisor Group’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	$329K	Sell	5,299 -240	-4%	-$18.2K	0.01%	829
2026 Q1	$397K	Buy	5,539 +579	+12%	+$46.8K	0.01%	746
2025 Q4	$460K	Buy	4,960 +225	+5%	+$23.9K	0.01%	649
2025 Q3	$574K	Buy	4,735 +945	+25%	+$115K	0.01%	592
2025 Q2	$433K	Hold	3,790	–	–	0.01%	644
2025 Q1	$331K	Buy	+3,790	New	+$374K	0.01%	694

Other funds holding BTCW

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

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

PFO

Pioneer Family Office North Miami Beach, Florida $194M AUM

Great Valley Advisor Group's BTCW Position: Q2 2026 in Review

Great Valley Advisor Group reduced its WisdomTree Bitcoin Fund (BTCW) stake by 4.3% in Q2 2026, selling an estimated $18.2K and leaving 5,299 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #829.

Great Valley Advisor Group first reported a position in BTCW in Q1 2025 and has held it in 6 quarters since. The position peaked at $574K in Q3 2025. 27 funds tracked by Wall St. Rank hold BTCW as of Q2 2026.

Great Valley Advisor Group held 5,299 shares of WisdomTree Bitcoin Fund worth $329K as of Q2 2026.
Great Valley Advisor Group sold 240 WisdomTree Bitcoin Fund shares in Q2 2026, an estimated $18.2K.
WisdomTree Bitcoin Fund made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #829 holding.
Great Valley Advisor Group first reported a position in WisdomTree Bitcoin Fund in Q1 2025 and has held it in 6 quarters since.
Great Valley Advisor Group's WisdomTree Bitcoin Fund position peaked at $574K in Q3 2025.
27 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.