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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
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

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GD
Galaxy Digital New York $1.16B AUM

Waverly Advisors's IBIT Position: Q1 2026 in Review

Waverly Advisors increased its iShares Bitcoin Trust (IBIT) stake by 108% in Q1 2026, buying an estimated $3.28M and bringing the position to 146,269 shares worth $5.62M. The position accounts for 0.04% of the portfolio, ranked #383.

Waverly Advisors first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Waverly Advisors held 146,269 shares of iShares Bitcoin Trust worth $5.62M as of Q1 2026.
  • Waverly Advisors bought 75,791 iShares Bitcoin Trust shares in Q1 2026, an estimated $3.28M.
  • iShares Bitcoin Trust made up 0.04% of Waverly Advisors's portfolio in Q1 2026, its #383 holding.
  • Waverly Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.