W Advisors LLC
IBIT icon

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
Q3 		$570K Sell
12,045
-2,589
-18% -$104K 0.25% 81
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

Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Avenir Tech
Avenir Tech Hong Kong $646M AUM 20.82% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.8B AUM 34.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SCHF (GPE)
SCHF (GPE) Wilson, Wyoming $2.32B AUM 18.45% 1-Year Est. Return

W Advisors LLC's IBIT Position: Q3 2026 in Review

W Advisors LLC reduced its iShares Bitcoin Trust (IBIT) stake by 18% in Q3 2026, selling an estimated $104K and leaving 12,045 shares worth $570K. The position accounts for 0.25% of the portfolio, ranked #81.

W Advisors LLC first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. 1,442 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • W Advisors LLC held 12,045 shares of iShares Bitcoin Trust worth $570K as of Q3 2026.
  • W Advisors LLC sold 2,589 iShares Bitcoin Trust shares in Q3 2026, an estimated $104K.
  • iShares Bitcoin Trust made up 0.25% of W Advisors LLC's portfolio in Q3 2026, its #81 holding.
  • W Advisors LLC first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
  • 1,442 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.