Wedmont Private Capital’s iShares Bitcoin Trust IBIT Stock Holding History

Wedmont Private Capital’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 Q2	$784K	Sell	21,643 -42,308	-66%	-$1.72M	0.02%	412
2026 Q1	$2.58M	Buy	63,951 +15,039	+31%	+$651K	0.08%	137
2025 Q4	$2.52M	Buy	48,912 +19,540	+67%	+$1.11M	0.09%	140
2025 Q3	$2.03M	Buy	29,372 +10,018	+52%	+$652K	0.08%	161
2025 Q2	$1.23M	Buy	19,354 +2,767	+17%	+$155K	0.05%	220
2025 Q1	$791K	Buy	16,587 +5,169	+45%	+$274K	0.04%	263
2024 Q4	$615K	Buy	+11,418	New	+$539K	0.03%	319

Other funds holding IBIT

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

PAMS

Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wedmont Private Capital's IBIT Position: Q2 2026 in Review

Wedmont Private Capital reduced its iShares Bitcoin Trust (IBIT) stake by 66% in Q2 2026, selling an estimated $1.72M and leaving 21,643 shares worth $784K. The position accounts for 0.02% of the portfolio, ranked #412.

Wedmont Private Capital first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.58M in Q1 2026. 871 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Wedmont Private Capital held 21,643 shares of iShares Bitcoin Trust worth $784K as of Q2 2026.
Wedmont Private Capital sold 42,308 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.72M.
iShares Bitcoin Trust made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #412 holding.
Wedmont Private Capital first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Wedmont Private Capital's iShares Bitcoin Trust position peaked at $2.58M in Q1 2026.
871 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.