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TS Financial Group (TSFG)’s WisdomTree Bitcoin Fund BTCW Stock Holding History

TS Financial Group (TSFG)’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 		$4K Hold
69
– – ﹤0.01% 713
2026
Q1 		$5K Hold
69
– – ﹤0.01% 655
2025
Q4 		$6K Buy
+69
New +$7.32K ﹤0.01% 626

Other funds holding BTCW

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
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
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return

TS Financial Group (TSFG)'s BTCW Position: Q2 2026 in Review

TS Financial Group (TSFG) held its WisdomTree Bitcoin Fund (BTCW) position steady in Q2 2026 at 69 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

TS Financial Group (TSFG) first reported a position in BTCW in Q4 2025 and has held it in 3 quarters since. The position peaked at $6K in Q4 2025. 6 funds tracked by Wall St. Rank hold BTCW as of Q2 2026.

  • TS Financial Group (TSFG) held 69 shares of WisdomTree Bitcoin Fund worth $4K as of Q2 2026.
  • TS Financial Group (TSFG) left its WisdomTree Bitcoin Fund share count unchanged in Q2 2026.
  • WisdomTree Bitcoin Fund made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #713 holding.
  • TS Financial Group (TSFG) first reported a position in WisdomTree Bitcoin Fund in Q4 2025 and has held it in 3 quarters since.
  • TS Financial Group (TSFG)'s WisdomTree Bitcoin Fund position peaked at $6K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.