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Waterloo Capital’s VanEck Bitcoin Trust HODL Stock Holding History

Waterloo Capital’s Portfolio HODL Stock Details HODL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,581
Closed -$262K – 493
2025
Q4 		$262K Sell
10,581
-2,959
-22% -$83.8K 0.02% 398
2025
Q3 		$438K Buy
13,540
+4,926
+57% +$160K 0.03% 303
2025
Q2 		$262K Buy
+8,614
New +$240K 0.02% 382

Other funds holding HODL

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Waterloo Capital's HODL Position: Q1 2026 in Review

Waterloo Capital sold out of VanEck Bitcoin Trust (HODL) in Q1 2026, closing a stake of 10,581 shares — an estimated $262K sold.

Waterloo Capital first reported a position in HODL in Q2 2025 and held it in 3 quarters. The position peaked at $438K in Q3 2025. 129 funds tracked by Wall St. Rank hold HODL as of Q1 2026.

  • Waterloo Capital reported no remaining VanEck Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Waterloo Capital sold 10,581 VanEck Bitcoin Trust shares in Q1 2026, an estimated $262K.
  • Waterloo Capital first reported a position in VanEck Bitcoin Trust in Q2 2025 and held it in 3 quarters.
  • Waterloo Capital's VanEck Bitcoin Trust position peaked at $438K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.