WA
BTC

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
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 $9.23B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return