Nautilus Advisors’s WisdomTree Bitcoin Fund BTCW Stock Holding History

Nautilus 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 Q3	$318K	Buy	3,607 +133	+4%	+$10K	0.19%	131
2026 Q2	$234K	Buy	3,474 +27	+0.8%	+$2.05K	0.14%	166
2026 Q1	$247K	Buy	3,447 +316	+10%	+$25.5K	0.17%	144
2025 Q4	$290K	Buy	3,131 +1,265	+68%	+$134K	0.19%	133
2025 Q3	$226K	Buy	+1,866	New	+$226K	0.15%	160

Other funds holding BTCW

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

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ITIM

Indiana Trust & Investment Management Mishawaka, Indiana $367M AUM 23.81% 1-Year Est. Return

TS Financial Group (TSFG) Lake Forest, Illinois $434M AUM 15.71% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return

Nautilus Advisors's BTCW Position: Q3 2026 in Review

Nautilus Advisors increased its WisdomTree Bitcoin Fund (BTCW) stake by 3.8% in Q3 2026, buying an estimated $10K and bringing the position to 3,607 shares worth $318K. The position accounts for 0.19% of the portfolio, ranked #131.

Nautilus Advisors first reported a position in BTCW in Q3 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold BTCW as of Q3 2026.

Nautilus Advisors held 3,607 shares of WisdomTree Bitcoin Fund worth $318K as of Q3 2026.
Nautilus Advisors bought 133 WisdomTree Bitcoin Fund shares in Q3 2026, an estimated $10K.
WisdomTree Bitcoin Fund made up 0.19% of Nautilus Advisors's portfolio in Q3 2026, its #131 holding.
Nautilus Advisors first reported a position in WisdomTree Bitcoin Fund in Q3 2025 and has held it in 5 quarters since.
10 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.