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IFP Advisors’s WisdomTree Bitcoin Fund BTCW Stock Holding History

IFP Advisors’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 		– Sell
-1
Closed -$72 – 5153
2026
Q1 		$72 Hold
1
– – ﹤0.01% 4786
2025
Q4 		$93 Hold
1
– – ﹤0.01% 4605
2025
Q3 		$121 Hold
1
– – ﹤0.01% 4511
2025
Q2 		$114 Buy
+1
New +$104 ﹤0.01% 4715

Other funds holding BTCW

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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return

IFP Advisors's BTCW Position: Q2 2026 in Review

IFP Advisors sold out of WisdomTree Bitcoin Fund (BTCW) in Q2 2026, closing a stake of 1 share — an estimated $72 sold.

IFP Advisors first reported a position in BTCW in Q2 2025 and held it in 4 quarters. The position peaked at $121 in Q3 2025. 8 funds tracked by Wall St. Rank hold BTCW as of Q2 2026.

  • IFP Advisors reported no remaining WisdomTree Bitcoin Fund position as of Q2 2026 after selling out during the quarter.
  • IFP Advisors sold 1 WisdomTree Bitcoin Fund share in Q2 2026, an estimated $72.
  • IFP Advisors first reported a position in WisdomTree Bitcoin Fund in Q2 2025 and held it in 4 quarters.
  • IFP Advisors's WisdomTree Bitcoin Fund position peaked at $121 in Q3 2025.
  • 8 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.