Waverly Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Waverly Advisors’s Portfolio BTC Stock Details BTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$732K	Buy	28,222 +682	+2%	+$21.7K	﹤0.01%	1003
2026 Q1	$826K	Buy	27,540 +12,711	+86%	+$430K	0.01%	889
2025 Q4	$574K	Sell	14,829 -1,024	-6%	-$45.4K	﹤0.01%	959
2025 Q3	$803K	Buy	15,853 +7,345	+86%	+$373K	0.01%	699
2025 Q2	$406K	Buy	8,508 +25	+0.3%	+$1.09K	﹤0.01%	867
2025 Q1	$310K	Buy	8,483 +293	+4%	+$12.1K	﹤0.01%	912
2024 Q4	$343K	Sell	8,190 -204	-2%	-$7.51K	0.01%	787
2024 Q3	$236K	Buy	+8,394	New	+$224K	﹤0.01%	739

Other funds holding BTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

SDH

Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Waverly Advisors's BTC Position: Q2 2026 in Review

Waverly Advisors increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 2.5% in Q2 2026, buying an estimated $21.7K and bringing the position to 28,222 shares worth $732K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Waverly Advisors first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $826K in Q1 2026. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Waverly Advisors held 28,222 shares of Grayscale Bitcoin Mini Trust ETF worth $732K as of Q2 2026.
Waverly Advisors bought 682 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $21.7K.
Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1003 holding.
Waverly Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Waverly Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $826K in Q1 2026.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.