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

SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
VH
VVR Holdings Bellingham, Washington $231M AUM
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 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. 73 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.
  • 73 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.