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Steward Partners Investment Advisory’s WisdomTree Bitcoin Fund BTCW Stock Holding History

Steward Partners Investment Advisory’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 		$26.2K Buy
365
+140
+62% +$11.3K ﹤0.01% 3105
2025
Q4 		$20.9K Hold
225
– – ﹤0.01% 3125
2025
Q3 		$27.3K Hold
225
– – ﹤0.01% 2935
2025
Q2 		$25.7K Sell
225
-140
-38% -$14.6K ﹤0.01% 2797
2025
Q1 		$31.9K Buy
+365
New +$36K ﹤0.01% 2603

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 $194M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Steward Partners Investment Advisory's BTCW Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its WisdomTree Bitcoin Fund (BTCW) stake by 62% in Q1 2026, buying an estimated $11.3K and bringing the position to 365 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3105.

Steward Partners Investment Advisory first reported a position in BTCW in Q1 2025 and has held it in 5 quarters since. The position peaked at $31.9K in Q1 2025. 26 funds tracked by Wall St. Rank hold BTCW as of Q1 2026.

  • Steward Partners Investment Advisory held 365 shares of WisdomTree Bitcoin Fund worth $26.2K as of Q1 2026.
  • Steward Partners Investment Advisory bought 140 WisdomTree Bitcoin Fund shares in Q1 2026, an estimated $11.3K.
  • WisdomTree Bitcoin Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3105 holding.
  • Steward Partners Investment Advisory first reported a position in WisdomTree Bitcoin Fund in Q1 2025 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's WisdomTree Bitcoin Fund position peaked at $31.9K in Q1 2025.
  • 26 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.