WESCAP Management Group’s iShares Bitcoin Trust IBIT Stock Holding History

WESCAP Management Group’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	$715K	Sell	21,485 -1,732	-7%	-$70.5K	0.13%	78
2026 Q1	$892K	Sell	23,217 -10,212	-31%	-$442K	0.18%	69
2025 Q4	$1.66M	Buy	33,429 +230	+0.7%	+$13.1K	0.34%	54
2025 Q3	$2.15M	Sell	33,199 -115	-0.3%	-$7.48K	0.45%	45
2025 Q2	$2.04M	Buy	33,314 +1,011	+3%	+$56.6K	0.46%	44
2025 Q1	$1.51M	Buy	32,303 +2,685	+9%	+$142K	0.37%	50
2024 Q4	$1.57M	Buy	29,618 +4,719	+19%	+$223K	0.38%	49
2024 Q3	$900K	Buy	24,899 +1,528	+7%	+$53.1K	0.23%	62
2024 Q2	$798K	Buy	+23,371	New	+$873K	0.23%	64

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

WESCAP Management Group's IBIT Position: Q2 2026 in Review

WESCAP Management Group reduced its iShares Bitcoin Trust (IBIT) stake by 7.5% in Q2 2026, selling an estimated $70.5K and leaving 21,485 shares worth $715K. The position accounts for 0.13% of the portfolio, ranked #78.

WESCAP Management Group first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.15M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

WESCAP Management Group held 21,485 shares of iShares Bitcoin Trust worth $715K as of Q2 2026.
WESCAP Management Group sold 1,732 iShares Bitcoin Trust shares in Q2 2026, an estimated $70.5K.
iShares Bitcoin Trust made up 0.13% of WESCAP Management Group's portfolio in Q2 2026, its #78 holding.
WESCAP Management Group first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
WESCAP Management Group's iShares Bitcoin Trust position peaked at $2.15M in Q3 2025.
1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on WESCAP Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.