JWWM
BTC

Johnson & White Wealth Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Johnson & White Wealth Management’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$582K Buy
22,444
+604
+3% +$19.2K 0.22% 74
2026
Q1 		$655K Sell
21,840
-551
-2% -$18.6K 0.28% 67
2025
Q4 		$867K Buy
22,391
+1,767
+9% +$78.3K 0.38% 55
2025
Q3 		$1.04M Buy
20,624
+2,026
+11% +$103K 0.48% 47
2025
Q2 		$888K Buy
18,598
+9,174
+97% +$401K 0.45% 50
2025
Q1 		$344K Buy
9,424
+754
+9% +$31.1K 0.19% 76
2024
Q4 		$374K Buy
+8,670
New +$319K 0.23% 69

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Johnson & White Wealth Management's BTC Position: Q2 2026 in Review

Johnson & White Wealth Management increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 2.8% in Q2 2026, buying an estimated $19.2K and bringing the position to 22,444 shares worth $582K. The position accounts for 0.22% of the portfolio, ranked #74.

Johnson & White Wealth Management first reported a position in BTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Johnson & White Wealth Management held 22,444 shares of Grayscale Bitcoin Mini Trust ETF worth $582K as of Q2 2026.
  • Johnson & White Wealth Management bought 604 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $19.2K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.22% of Johnson & White Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Johnson & White Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and has held it in 7 quarters since.
  • Johnson & White Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $1.04M in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.