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Harel Insurance Investments & Financial Services’s WisdomTree Bitcoin Fund BTCW Stock Holding History

Harel Insurance Investments & Financial Services’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 		$323K Sell
5,210
-31
-0.6% -$2.35K ﹤0.01% 293
2026
Q1 		$376K Buy
5,241
+1,612
+44% +$130K ﹤0.01% 233
2025
Q4 		$336K Buy
3,629
+2,299
+173% +$244K ﹤0.01% 243
2025
Q3 		$161K Buy
1,330
+1,124
+546% +$136K ﹤0.01% 308
2025
Q2 		$24K Buy
+206
New +$21.5K ﹤0.01% 383

Other funds holding BTCW

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PFO
Pioneer Family Office North Miami Beach, Florida $194M AUM
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
TFIPS
Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw $355M AUM 44.85% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Harel Insurance Investments & Financial Services's BTCW Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services reduced its WisdomTree Bitcoin Fund (BTCW) stake by 0.59% in Q2 2026, selling an estimated $2.35K and leaving 5,210 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Harel Insurance Investments & Financial Services first reported a position in BTCW in Q2 2025 and has held it in 5 quarters since. The position peaked at $376K in Q1 2026. 15 funds tracked by Wall St. Rank hold BTCW as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 5,210 shares of WisdomTree Bitcoin Fund worth $323K as of Q2 2026.
  • Harel Insurance Investments & Financial Services sold 31 WisdomTree Bitcoin Fund shares in Q2 2026, an estimated $2.35K.
  • WisdomTree Bitcoin Fund made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #293 holding.
  • Harel Insurance Investments & Financial Services first reported a position in WisdomTree Bitcoin Fund in Q2 2025 and has held it in 5 quarters since.
  • Harel Insurance Investments & Financial Services's WisdomTree Bitcoin Fund position peaked at $376K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.