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Optima Capital’s WisdomTree Bitcoin Fund BTCW Stock Holding History

Optima Capital’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 		– Sell
-210
Closed -$19.5K – 309
2025
Q4 		$19.5K Buy
+210
New +$22.3K 0.01% 429

Other funds holding BTCW

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
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
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
PFO
Pioneer Family Office North Miami Beach, Florida $156M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Optima Capital's BTCW Position: Q1 2026 in Review

Optima Capital sold out of WisdomTree Bitcoin Fund (BTCW) in Q1 2026, closing a stake of 210 shares — an estimated $19.5K sold.

Optima Capital first reported a position in BTCW in Q4 2025 and held it in 1 quarter. The position peaked at $19.5K in Q4 2025. 26 funds tracked by Wall St. Rank hold BTCW as of Q1 2026.

  • Optima Capital reported no remaining WisdomTree Bitcoin Fund position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 210 WisdomTree Bitcoin Fund shares in Q1 2026, an estimated $19.5K.
  • Optima Capital first reported a position in WisdomTree Bitcoin Fund in Q4 2025 and held it in 1 quarter.
  • Optima Capital's WisdomTree Bitcoin Fund position peaked at $19.5K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.