WAG
BTC

Wilkerson Advisory Group’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Wilkerson Advisory Group’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
2026
Q2 		$4.88K Buy
188
+32
+21% +$1.02K ﹤0.01% 497
2026
Q1 		$4.68K Hold
156
– – ﹤0.01% 484
2025
Q4 		$6.04K Buy
+156
New +$6.91K ﹤0.01% 413

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Wilkerson Advisory Group's BTC Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 21% in Q2 2026, buying an estimated $1.02K and bringing the position to 188 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Wilkerson Advisory Group first reported a position in BTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.04K in Q4 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Wilkerson Advisory Group held 188 shares of Grayscale Bitcoin Mini Trust ETF worth $4.88K as of Q2 2026.
  • Wilkerson Advisory Group bought 32 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $1.02K.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #497 holding.
  • Wilkerson Advisory Group first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Grayscale Bitcoin Mini Trust ETF position peaked at $6.04K in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.