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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
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

WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
FLP
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PFO
Pioneer Family Office North Miami Beach, Florida $194M AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return

Team Financial Group's BTCW Position: Q2 2026 in Review

Team Financial Group sold out of WisdomTree Bitcoin Fund (BTCW) in Q2 2026, closing a stake of 6 shares — an estimated $430 sold.

Team Financial Group first reported a position in BTCW in Q2 2025 and held it in 4 quarters. The position peaked at $728 in Q3 2025. 8 funds tracked by Wall St. Rank hold BTCW as of Q2 2026.

  • Team Financial Group reported no remaining WisdomTree Bitcoin Fund position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 6 WisdomTree Bitcoin Fund shares in Q2 2026, an estimated $430.
  • Team Financial Group first reported a position in WisdomTree Bitcoin Fund in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's WisdomTree Bitcoin Fund position peaked at $728 in Q3 2025.
  • 8 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.