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Waddell & Associates’s iShares Bitcoin Trust IBIT Stock Holding History

Waddell & Associates’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 		– Sell
-5,329
Closed -$205K – 564
2026
Q1 		$205K Buy
+5,329
New +$231K 0.01% 418

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
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM

Waddell & Associates's IBIT Position: Q2 2026 in Review

Waddell & Associates sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 5,329 shares — an estimated $205K sold.

Waddell & Associates first reported a position in IBIT in Q1 2026 and held it in 1 quarter. The position peaked at $205K in Q1 2026. 549 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Waddell & Associates reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Waddell & Associates sold 5,329 iShares Bitcoin Trust shares in Q2 2026, an estimated $205K.
  • Waddell & Associates first reported a position in iShares Bitcoin Trust in Q1 2026 and held it in 1 quarter.
  • Waddell & Associates's iShares Bitcoin Trust position peaked at $205K in Q1 2026.
  • 549 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.