WWM
BTCI

Whalen Wealth Management’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Whalen Wealth Management’s Portfolio BTCI Stock Details BTCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$592K Buy
18,048
+12,731
+239% +$479K 0.32% 85
2025
Q4 		$234K Sell
5,317
-2,484
-32% -$128K 0.13% 178
2025
Q3 		$463K Buy
7,801
+3,855
+98% +$237K 0.27% 89
2025
Q2 		$236K Buy
+3,946
New +$224K 0.15% 182

Other funds holding BTCI

MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $111M AUM
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Whalen Wealth Management's BTCI Position: Q1 2026 in Review

Whalen Wealth Management increased its NEOS Bitcoin High Income ETF (BTCI) stake by 239% in Q1 2026, buying an estimated $479K and bringing the position to 18,048 shares worth $592K. The position accounts for 0.32% of the portfolio, ranked #85.

Whalen Wealth Management first reported a position in BTCI in Q2 2025 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold BTCI as of Q1 2026.

  • Whalen Wealth Management held 18,048 shares of NEOS Bitcoin High Income ETF worth $592K as of Q1 2026.
  • Whalen Wealth Management bought 12,731 NEOS Bitcoin High Income ETF shares in Q1 2026, an estimated $479K.
  • NEOS Bitcoin High Income ETF made up 0.32% of Whalen Wealth Management's portfolio in Q1 2026, its #85 holding.
  • Whalen Wealth Management first reported a position in NEOS Bitcoin High Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 54 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.