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 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

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 $194M AUM

PAG

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

Great Valley Advisor Group's BTCW Position: Q1 2026 in Review

Great Valley Advisor Group increased its WisdomTree Bitcoin Fund (BTCW) stake by 12% in Q1 2026, buying an estimated $46.8K and bringing the position to 5,539 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #746.

Great Valley Advisor Group first reported a position in BTCW in Q1 2025 and has held it in 5 quarters since. The position peaked at $574K in Q3 2025. 26 funds tracked by Wall St. Rank hold BTCW as of Q1 2026.

Great Valley Advisor Group held 5,539 shares of WisdomTree Bitcoin Fund worth $397K as of Q1 2026.
Great Valley Advisor Group bought 579 WisdomTree Bitcoin Fund shares in Q1 2026, an estimated $46.8K.
WisdomTree Bitcoin Fund made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #746 holding.
Great Valley Advisor Group first reported a position in WisdomTree Bitcoin Fund in Q1 2025 and has held it in 5 quarters since.
Great Valley Advisor Group's WisdomTree Bitcoin Fund position peaked at $574K in Q3 2025.
26 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.