WPA
BTC

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

Wealth Preservation 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 		$60 Hold
2
– – ﹤0.01% 968
2025
Q4 		$77 Hold
2
– – ﹤0.01% 601
2025
Q3 		$101 Buy
+2
New +$101 ﹤0.01% 568

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 $530B 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 $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B 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 $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Preservation Advisors's BTC Position: Q1 2026 in Review

Wealth Preservation Advisors held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q1 2026 at 2 shares worth $60. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Wealth Preservation Advisors first reported a position in BTC in Q3 2025 and has held it in 3 quarters since. The position peaked at $101 in Q3 2025. 487 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • Wealth Preservation Advisors held 2 shares of Grayscale Bitcoin Mini Trust ETF worth $60 as of Q1 2026.
  • Wealth Preservation Advisors left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q1 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #968 holding.
  • Wealth Preservation Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2025 and has held it in 3 quarters since.
  • Wealth Preservation Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $101 in Q3 2025.
  • 487 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

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