Team Financial Group’s WisdomTree Bitcoin Fund BTCW Stock Holding History

Team Financial Group’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 Q3	$530	Buy	+6	New	+$451	﹤0.01%	301
2026 Q2	–	Sell	-6	Closed	-$430	–	82
2026 Q1	$430	Hold	6	–	–	﹤0.01%	267
2025 Q4	$556	Hold	6	–	–	﹤0.01%	260
2025 Q3	$728	Hold	6	–	–	﹤0.01%	251
2025 Q2	$685	Buy	+6	New	+$627	﹤0.01%	245

Other funds holding BTCW

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Pioneer Family Office North Miami Beach, Florida $198M AUM 23.66% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Team Financial Group's BTCW Position: Q3 2026 in Review

Team Financial Group opened a new position in WisdomTree Bitcoin Fund (BTCW) in Q3 2026: 6 shares worth $530. The stake represents ﹤0.01% of the portfolio and ranks #301 among its holdings. This is a return to the name: Team Financial Group previously reported a position in BTCW as recently as Q1 2026.

Team Financial Group first reported a position in BTCW in Q2 2025 and has held it in 5 quarters since. The position peaked at $728 in Q3 2025. 17 funds tracked by Wall St. Rank hold BTCW as of Q3 2026.

Team Financial Group held 6 shares of WisdomTree Bitcoin Fund worth $530 as of Q3 2026.
WisdomTree Bitcoin Fund was a new Team Financial Group position in Q3 2026.
WisdomTree Bitcoin Fund made up ﹤0.01% of Team Financial Group's portfolio in Q3 2026, its #301 holding.
Team Financial Group first reported a position in WisdomTree Bitcoin Fund in Q2 2025 and has held it in 5 quarters since.
Team Financial Group's WisdomTree Bitcoin Fund position peaked at $728 in Q3 2025.
17 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.