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 Q3	$480K	Buy	5,434 +135	+3%	+$10.2K	0.01%	780
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 $608B AUM 32.77% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Financial Life Planners Tempe, Arizona $151M AUM 15.6% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Great Valley Advisor Group's BTCW Position: Q3 2026 in Review

Great Valley Advisor Group increased its WisdomTree Bitcoin Fund (BTCW) stake by 2.5% in Q3 2026, buying an estimated $10.2K and bringing the position to 5,434 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #780.

Great Valley Advisor Group first reported a position in BTCW in Q1 2025 and has held it in 7 quarters since. The position peaked at $574K in Q3 2025. 25 funds tracked by Wall St. Rank hold BTCW as of Q3 2026.

Great Valley Advisor Group held 5,434 shares of WisdomTree Bitcoin Fund worth $480K as of Q3 2026.
Great Valley Advisor Group bought 135 WisdomTree Bitcoin Fund shares in Q3 2026, an estimated $10.2K.
WisdomTree Bitcoin Fund made up 0.01% of Great Valley Advisor Group's portfolio in Q3 2026, its #780 holding.
Great Valley Advisor Group first reported a position in WisdomTree Bitcoin Fund in Q1 2025 and has held it in 7 quarters since.
Great Valley Advisor Group's WisdomTree Bitcoin Fund position peaked at $574K in Q3 2025.
25 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.