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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
Q2 		$893 Hold
14
– – ﹤0.01% 3114
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

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

Smartleaf Asset Management's BTCW Position: Q2 2026 in Review

Smartleaf Asset Management held its WisdomTree Bitcoin Fund (BTCW) position steady in Q2 2026 at 14 shares worth $893. The position accounts for ﹤0.01% of the portfolio, ranked #3114.

Smartleaf Asset Management first reported a position in BTCW in Q4 2025 and has held it in 3 quarters since. The position peaked at $985 in Q1 2026. 27 funds tracked by Wall St. Rank hold BTCW as of Q2 2026.

  • Smartleaf Asset Management held 14 shares of WisdomTree Bitcoin Fund worth $893 as of Q2 2026.
  • Smartleaf Asset Management left its WisdomTree Bitcoin Fund share count unchanged in Q2 2026.
  • WisdomTree Bitcoin Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #3114 holding.
  • Smartleaf Asset Management first reported a position in WisdomTree Bitcoin Fund in Q4 2025 and has held it in 3 quarters since.
  • Smartleaf Asset Management's WisdomTree Bitcoin Fund position peaked at $985 in Q1 2026.
  • 27 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.