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Northwest Capital Management’s WisdomTree Bitcoin Fund BTCW Stock Holding History

Northwest Capital Management’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
2025
Q2 		– Sell
-3,941
Closed -$344K – 368
2025
Q1 		$344K Buy
+3,941
New +$389K 0.14% 88

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Virtu Financial New York $2.41B AUM 48.35% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FLP
Financial Life Planners Tempe, Arizona $156M AUM 23.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northwest Capital Management's BTCW Position: Q2 2025 in Review

Northwest Capital Management sold out of WisdomTree Bitcoin Fund (BTCW) in Q2 2025, closing a stake of 3,941 shares — an estimated $344K sold.

Northwest Capital Management first reported a position in BTCW in Q1 2025 and held it in 1 quarter. The position peaked at $344K in Q1 2025. 25 funds tracked by Wall St. Rank hold BTCW as of Q2 2025.

  • Northwest Capital Management reported no remaining WisdomTree Bitcoin Fund position as of Q2 2025 after selling out during the quarter.
  • Northwest Capital Management sold 3,941 WisdomTree Bitcoin Fund shares in Q2 2025, an estimated $344K.
  • Northwest Capital Management first reported a position in WisdomTree Bitcoin Fund in Q1 2025 and held it in 1 quarter.
  • Northwest Capital Management's WisdomTree Bitcoin Fund position peaked at $344K in Q1 2025.
  • 25 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q2 2025.

Based on Northwest Capital Management's 13F filing for Q2 2025, filed 25 Jul 2025.