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Smartleaf Asset Management’s WisdomTree Bitcoin Fund BTCW Stock Holding History

Smartleaf Asset 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
2026
Q1 		$985 Buy
14
+7
+100% +$566 ﹤0.01% 3122
2025
Q4 		$651 Buy
+7
New +$742 ﹤0.01% 3227

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

Smartleaf Asset Management's BTCW Position: Q1 2026 in Review

Smartleaf Asset Management increased its WisdomTree Bitcoin Fund (BTCW) stake by 100% in Q1 2026, buying an estimated $566 and bringing the position to 14 shares worth $985. The position accounts for ﹤0.01% of the portfolio, ranked #3122.

Smartleaf Asset Management first reported a position in BTCW in Q4 2025 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold BTCW as of Q1 2026.

  • Smartleaf Asset Management held 14 shares of WisdomTree Bitcoin Fund worth $985 as of Q1 2026.
  • Smartleaf Asset Management bought 7 WisdomTree Bitcoin Fund shares in Q1 2026, an estimated $566.
  • WisdomTree Bitcoin Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #3122 holding.
  • Smartleaf Asset Management first reported a position in WisdomTree Bitcoin Fund in Q4 2025 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.