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 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

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

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

Nautilus Advisors's BTCW Position: Q2 2026 in Review

Nautilus Advisors increased its WisdomTree Bitcoin Fund (BTCW) stake by 0.78% in Q2 2026, buying an estimated $2.05K and bringing the position to 3,474 shares worth $234K. The position accounts for 0.14% of the portfolio, ranked #166.

Nautilus Advisors first reported a position in BTCW in Q3 2025 and has held it in 4 quarters since. The position peaked at $290K in Q4 2025. 6 funds tracked by Wall St. Rank hold BTCW as of Q2 2026.

Nautilus Advisors held 3,474 shares of WisdomTree Bitcoin Fund worth $234K as of Q2 2026.
Nautilus Advisors bought 27 WisdomTree Bitcoin Fund shares in Q2 2026, an estimated $2.05K.
WisdomTree Bitcoin Fund made up 0.14% of Nautilus Advisors's portfolio in Q2 2026, its #166 holding.
Nautilus Advisors first reported a position in WisdomTree Bitcoin Fund in Q3 2025 and has held it in 4 quarters since.
Nautilus Advisors's WisdomTree Bitcoin Fund position peaked at $290K in Q4 2025.
6 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q2 2026.

Based on Nautilus Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.