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NewEdge Advisors’s WisdomTree Bitcoin Fund BTCW Stock Holding History

NewEdge 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 		$2.85K Buy
+46
New +$3.49K ﹤0.01% 3852
2025
Q4 		– Sell
-1,950
Closed -$236K – 4240
2025
Q3 		$236K Hold
1,950
– – ﹤0.01% 2318
2025
Q2 		$223K Buy
+1,950
New +$204K ﹤0.01% 2173

Other funds holding BTCW

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
PFO
Pioneer Family Office North Miami Beach, Florida $194M AUM

NewEdge Advisors's BTCW Position: Q2 2026 in Review

NewEdge Advisors opened a new position in WisdomTree Bitcoin Fund (BTCW) in Q2 2026: 46 shares worth $2.85K. The stake represents ﹤0.01% of the portfolio and ranks #3852 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in BTCW as recently as Q3 2025.

NewEdge Advisors first reported a position in BTCW in Q2 2025 and has held it in 3 quarters since. The position peaked at $236K in Q3 2025. 27 funds tracked by Wall St. Rank hold BTCW as of Q2 2026.

  • NewEdge Advisors held 46 shares of WisdomTree Bitcoin Fund worth $2.85K as of Q2 2026.
  • WisdomTree Bitcoin Fund was a new NewEdge Advisors position in Q2 2026.
  • WisdomTree Bitcoin Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3852 holding.
  • NewEdge Advisors first reported a position in WisdomTree Bitcoin Fund in Q2 2025 and has held it in 3 quarters since.
  • NewEdge Advisors's WisdomTree Bitcoin Fund position peaked at $236K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.