W Advisors LLC’s iShares Bitcoin Trust IBIT Stock Holding History

W Advisors LLC’s Portfolio IBIT Stock Details IBIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$487K	Buy	14,634 +1,200	+9%	+$48.8K	0.22%	90
2026 Q1	$516K	Buy	13,434 +3,940	+41%	+$171K	0.26%	78
2025 Q4	$471K	Buy	9,494 +1,317	+16%	+$74.8K	0.24%	81
2025 Q3	$532K	Buy	8,177 +1,763	+27%	+$115K	0.28%	75
2025 Q2	$393K	Buy	6,414 +832	+15%	+$46.6K	0.23%	86
2025 Q1	$261K	Buy	5,582 +1,482	+36%	+$78.5K	0.16%	104
2024 Q4	$218K	Buy	+4,100	New	+$194K	0.13%	110

Other funds holding IBIT

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

W Advisors LLC's IBIT Position: Q2 2026 in Review

W Advisors LLC increased its iShares Bitcoin Trust (IBIT) stake by 8.9% in Q2 2026, buying an estimated $48.8K and bringing the position to 14,634 shares worth $487K. The position accounts for 0.22% of the portfolio, ranked #90.

W Advisors LLC first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $532K in Q3 2025. 668 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

W Advisors LLC held 14,634 shares of iShares Bitcoin Trust worth $487K as of Q2 2026.
W Advisors LLC bought 1,200 iShares Bitcoin Trust shares in Q2 2026, an estimated $48.8K.
iShares Bitcoin Trust made up 0.22% of W Advisors LLC's portfolio in Q2 2026, its #90 holding.
W Advisors LLC first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
W Advisors LLC's iShares Bitcoin Trust position peaked at $532K in Q3 2025.
668 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.