WAP
BTC

Wealthcare Advisory Partners’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Wealthcare Advisory Partners’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 		$326K Sell
12,576
-1,375
-10% -$43.7K 0.01% 846
2026
Q1 		$418K Buy
13,951
+7,091
+103% +$240K 0.01% 762
2025
Q4 		$266K Buy
+6,860
New +$304K 0.01% 923
2024
Q4 		– Sell
-3,210
Closed -$90.4K – 938
2024
Q3 		$90.4K Buy
+3,210
New +$85.5K ﹤0.01% 860

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Wealthcare Advisory Partners's BTC Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 9.9% in Q2 2026, selling an estimated $43.7K and leaving 12,576 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #846.

Wealthcare Advisory Partners first reported a position in BTC in Q3 2024 and has held it in 4 quarters since. The position peaked at $418K in Q1 2026. 462 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Wealthcare Advisory Partners held 12,576 shares of Grayscale Bitcoin Mini Trust ETF worth $326K as of Q2 2026.
  • Wealthcare Advisory Partners sold 1,375 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $43.7K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #846 holding.
  • Wealthcare Advisory Partners first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 4 quarters since.
  • Wealthcare Advisory Partners's Grayscale Bitcoin Mini Trust ETF position peaked at $418K in Q1 2026.
  • 462 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.