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Waverly Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Waverly Advisors’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 		$5.06M Buy
152,004
+5,735
+4% +$233K 0.03% 457
2026
Q1 		$5.62M Buy
146,269
+75,791
+108% +$3.28M 0.04% 383
2025
Q4 		$3.5M Buy
70,478
+28,986
+70% +$1.65M 0.03% 458
2025
Q3 		$2.7M Buy
41,492
+7,270
+21% +$473K 0.03% 447
2025
Q2 		$2.09M Buy
34,222
+317
+0.9% +$17.8K 0.02% 482
2025
Q1 		$1.59M Buy
33,905
+10,047
+42% +$532K 0.02% 524
2024
Q4 		$1.27M Buy
23,858
+7,413
+45% +$350K 0.02% 473
2024
Q3 		$594K Buy
16,445
+3,850
+31% +$134K 0.01% 548
2024
Q2 		$430K Buy
12,595
+3,724
+42% +$139K 0.01% 606
2024
Q1 		$359K Buy
+8,871
New +$277K 0.01% 533

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Waverly Advisors's IBIT Position: Q2 2026 in Review

Waverly Advisors increased its iShares Bitcoin Trust (IBIT) stake by 3.9% in Q2 2026, buying an estimated $233K and bringing the position to 152,004 shares worth $5.06M. The position accounts for 0.03% of the portfolio, ranked #457.

Waverly Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.62M in Q1 2026. 1,473 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Waverly Advisors held 152,004 shares of iShares Bitcoin Trust worth $5.06M as of Q2 2026.
  • Waverly Advisors bought 5,735 iShares Bitcoin Trust shares in Q2 2026, an estimated $233K.
  • iShares Bitcoin Trust made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #457 holding.
  • Waverly Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Waverly Advisors's iShares Bitcoin Trust position peaked at $5.62M in Q1 2026.
  • 1,473 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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