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 Q3	$884K	Sell	19,099 -2,544	-12%	-$103K	0.02%	426
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

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Wedmont Private Capital's IBIT Position: Q3 2026 in Review

Wedmont Private Capital reduced its iShares Bitcoin Trust (IBIT) stake by 12% in Q3 2026, selling an estimated $103K and leaving 19,099 shares worth $884K. The position accounts for 0.02% of the portfolio, ranked #426.

Wedmont Private Capital first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.58M in Q1 2026. 86 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Wedmont Private Capital held 19,099 shares of iShares Bitcoin Trust worth $884K as of Q3 2026.
Wedmont Private Capital sold 2,544 iShares Bitcoin Trust shares in Q3 2026, an estimated $103K.
iShares Bitcoin Trust made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #426 holding.
Wedmont Private Capital first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
Wedmont Private Capital's iShares Bitcoin Trust position peaked at $2.58M in Q1 2026.
86 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.