LPL Financial’s WisdomTree Bitcoin Fund BTCW Stock Holding History

LPL Financial’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	$5.84M	Buy	81,443 +47,825	+142%	+$3.87M	﹤0.01%	2492
2025 Q4	$3.12M	Buy	33,618 +15,832	+89%	+$1.68M	﹤0.01%	2978
2025 Q3	$2.16M	Buy	17,786 +4,901	+38%	+$595K	﹤0.01%	3248
2025 Q2	$1.47M	Buy	12,885 +1,899	+17%	+$198K	﹤0.01%	3401
2025 Q1	$959K	Buy	10,986 +6,017	+121%	+$594K	﹤0.01%	3596
2024 Q4	$490K	Buy	+4,969	New	+$438K	﹤0.01%	4107

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial's BTCW Position: Q1 2026 in Review

LPL Financial increased its WisdomTree Bitcoin Fund (BTCW) stake by 142% in Q1 2026, buying an estimated $3.87M and bringing the position to 81,443 shares worth $5.84M. The position accounts for ﹤0.01% of the portfolio, ranked #2492.

LPL Financial first reported a position in BTCW in Q4 2024 and has held it in 6 quarters since. 26 funds tracked by Wall St. Rank hold BTCW as of Q1 2026.

LPL Financial held 81,443 shares of WisdomTree Bitcoin Fund worth $5.84M as of Q1 2026.
LPL Financial bought 47,825 WisdomTree Bitcoin Fund shares in Q1 2026, an estimated $3.87M.
WisdomTree Bitcoin Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2492 holding.
LPL Financial first reported a position in WisdomTree Bitcoin Fund in Q4 2024 and has held it in 6 quarters since.
26 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.