WAM
BTC

WFA Asset Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

WFA Asset Management’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
2025
Q3 		$1.02K Buy
+182
New +$9.23K ﹤0.01% 187
2025
Q1 		– Sell
-36
Closed -$1.51K – 266
2024
Q4 		$1.51K Hold
36
– – ﹤0.01% 210
2024
Q3 		$1.02K Buy
+36
New +$959 ﹤0.01% 188

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return

WFA Asset Management's BTC Position: Q3 2025 in Review

WFA Asset Management opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q3 2025: 182 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #187 among its holdings. This is a return to the name: WFA Asset Management previously reported a position in BTC as recently as Q4 2024.

WFA Asset Management first reported a position in BTC in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.51K in Q4 2024. 497 funds tracked by Wall St. Rank hold BTC as of Q3 2025.

  • WFA Asset Management held 182 shares of Grayscale Bitcoin Mini Trust ETF worth $1.02K as of Q3 2025.
  • Grayscale Bitcoin Mini Trust ETF was a new WFA Asset Management position in Q3 2025.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of WFA Asset Management's portfolio in Q3 2025, its #187 holding.
  • WFA Asset Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 3 quarters since.
  • WFA Asset Management's Grayscale Bitcoin Mini Trust ETF position peaked at $1.51K in Q4 2024.
  • 497 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.