Wealthspire Advisors (New York)’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Wealthspire Advisors (New York)’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	$493K	Buy	18,996 +1,855	+11%	+$58.9K	﹤0.01%	806
2026 Q1	$514K	Buy	17,141 +3,557	+26%	+$120K	﹤0.01%	562
2025 Q4	$526K	Buy	13,584 +296	+2%	+$13.1K	﹤0.01%	590
2025 Q3	$673K	Buy	13,288 +857	+7%	+$43.5K	﹤0.01%	471
2025 Q2	$594K	Sell	12,431 -11	-0.1%	-$480	﹤0.01%	497
2025 Q1	$454K	Sell	12,442 -1,353	-10%	-$55.8K	﹤0.01%	535
2024 Q4	$578K	Buy	13,795 +620	+5%	+$22.8K	0.01%	478
2024 Q3	$371K	Buy	+13,175	New	+$351K	﹤0.01%	571

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

Wealthspire Advisors (New York)'s BTC Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 11% in Q2 2026, buying an estimated $58.9K and bringing the position to 18,996 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Wealthspire Advisors (New York) first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $673K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Wealthspire Advisors (New York) held 18,996 shares of Grayscale Bitcoin Mini Trust ETF worth $493K as of Q2 2026.
Wealthspire Advisors (New York) bought 1,855 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $58.9K.
Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #806 holding.
Wealthspire Advisors (New York) first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Wealthspire Advisors (New York)'s Grayscale Bitcoin Mini Trust ETF position peaked at $673K in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.