WIM
BTC

WealthPlan Investment Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

WealthPlan Investment Management’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 		– Sell
-6,437
Closed -$249K – 478
2025
Q4 		$249K Sell
6,437
-54
-0.8% -$2.39K 0.02% 338
2025
Q3 		$329K Hold
6,491
– – 0.02% 269
2025
Q2 		$310K Hold
6,491
– – 0.02% 287
2025
Q1 		$237K Hold
6,491
– – 0.02% 246
2024
Q4 		$272K Sell
6,491
-10
-0.2% -$368 0.03% 228
2024
Q3 		$183K Buy
+6,501
New +$173K 0.02% 240

Other funds holding BTC

B
Bullish George Town $178M AUM
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

WealthPlan Investment Management's BTC Position: Q1 2026 in Review

WealthPlan Investment Management sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q1 2026, closing a stake of 6,437 shares — an estimated $249K sold.

WealthPlan Investment Management first reported a position in BTC in Q3 2024 and held it in 6 quarters. The position peaked at $329K in Q3 2025. 490 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • WealthPlan Investment Management reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPlan Investment Management sold 6,437 Grayscale Bitcoin Mini Trust ETF shares in Q1 2026, an estimated $249K.
  • WealthPlan Investment Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 6 quarters.
  • WealthPlan Investment Management's Grayscale Bitcoin Mini Trust ETF position peaked at $329K in Q3 2025.
  • 490 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.