WOSD
BTC

WFA of San Diego’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

WFA of San Diego’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 		– Sell
-10
Closed -$478 – 434
2025
Q2 		$478 Buy
+10
New +$437 ﹤0.01% 421
2024
Q3 		$293 Buy
+10
New +$267 ﹤0.01% 399

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 of San Diego's BTC Position: Q3 2025 in Review

WFA of San Diego sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q3 2025, closing a stake of 10 shares — an estimated $478 sold.

WFA of San Diego first reported a position in BTC in Q3 2024 and held it in 2 quarters. The position peaked at $478 in Q2 2025. 497 funds tracked by Wall St. Rank hold BTC as of Q3 2025.

  • WFA of San Diego reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q3 2025 after selling out during the quarter.
  • WFA of San Diego sold 10 Grayscale Bitcoin Mini Trust ETF shares in Q3 2025, an estimated $478.
  • WFA of San Diego first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 2 quarters.
  • WFA of San Diego's Grayscale Bitcoin Mini Trust ETF position peaked at $478 in Q2 2025.
  • 497 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2025.

Based on WFA of San Diego's 13F filing for Q3 2025, filed 17 Feb 2026.