Wealth Enhancement Advisory Services’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Wealth Enhancement Advisory Services’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	$1.12M	Sell	39,780 -2,166	-5%	-$68.8K	﹤0.01%	1990
2026 Q1	$1.24M	Sell	41,946 -27,759	-40%	-$938K	﹤0.01%	1666
2025 Q4	$2.85M	Buy	69,705 +2,315	+3%	+$103K	﹤0.01%	1328
2025 Q3	$3.63M	Buy	67,390 +4,879	+8%	+$247K	0.01%	1125
2025 Q2	$3.03M	Sell	62,511 -7,514	-11%	-$328K	0.01%	1140
2025 Q1	$2.56M	Buy	70,025 +20,116	+40%	+$830K	﹤0.01%	1127
2024 Q4	$2.09M	Buy	49,909 +13,768	+38%	+$507K	﹤0.01%	1169
2024 Q3	$1.02M	Buy	+36,141	New	+$963K	﹤0.01%	1383

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

Wealth Enhancement Advisory Services's BTC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 5.2% in Q2 2026, selling an estimated $68.8K and leaving 39,780 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

Wealth Enhancement Advisory Services first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.63M in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Wealth Enhancement Advisory Services held 39,780 shares of Grayscale Bitcoin Mini Trust ETF worth $1.12M as of Q2 2026.
Wealth Enhancement Advisory Services sold 2,166 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $68.8K.
Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1990 holding.
Wealth Enhancement Advisory Services first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's Grayscale Bitcoin Mini Trust ETF position peaked at $3.63M in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.