Wedbush Securities
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Wedbush Securities’s iShares Bitcoin Trust IBIT Stock Holding History

Wedbush Securities’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.29M Sell
48,287
-7,615
-14% -$307K 0.06% 260
2026
Q2 		$1.86M Sell
55,902
-1,379
-2% -$56.1K 0.05% 308
2026
Q1 		$2.2M Buy
57,281
+13,168
+30% +$570K 0.06% 241
2025
Q4 		$2.19M Buy
44,113
+5,417
+14% +$308K 0.06% 234
2025
Q3 		$2.52M Buy
38,696
+5,696
+17% +$371K 0.08% 175
2025
Q2 		$2.02M Buy
33,000
+5,872
+22% +$329K 0.07% 211
2025
Q1 		$1.27M Buy
27,128
+9,019
+50% +$477K 0.05% 316
2024
Q4 		$961K Buy
18,109
+3,513
+24% +$166K 0.03% 388
2024
Q3 		$527K Sell
14,596
-1,624
-10% -$56.4K 0.02% 593
2024
Q2 		$554K Sell
16,220
-7,765
-32% -$290K 0.02% 594
2024
Q1 		$971K Buy
+23,985
New +$748K 0.04% 393

Other funds holding IBIT

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Garda Capital Partners
Garda Capital Partners Wayzata, Minnesota $127M AUM 27.14% 1-Year Est. Return
Acorn Financial Advisory Services
Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Wedbush Securities's IBIT Position: Q3 2026 in Review

Wedbush Securities reduced its iShares Bitcoin Trust (IBIT) stake by 14% in Q3 2026, selling an estimated $307K and leaving 48,287 shares worth $2.29M. The position accounts for 0.06% of the portfolio, ranked #260.

Wedbush Securities first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.52M in Q3 2025. 986 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Wedbush Securities held 48,287 shares of iShares Bitcoin Trust worth $2.29M as of Q3 2026.
  • Wedbush Securities sold 7,615 iShares Bitcoin Trust shares in Q3 2026, an estimated $307K.
  • iShares Bitcoin Trust made up 0.06% of Wedbush Securities's portfolio in Q3 2026, its #260 holding.
  • Wedbush Securities first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • Wedbush Securities's iShares Bitcoin Trust position peaked at $2.52M in Q3 2025.
  • 986 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.