WAG
GDLC

Wilkerson Advisory Group’s Grayscale CoinDesk Crypto 5 ETF GDLC Stock Holding History

Wilkerson Advisory Group’s Portfolio GDLC Stock Details GDLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.6K Buy
479
+119
+33% +$3.85K ﹤0.01% 399
2026
Q1 		$11.2K Buy
360
+182
+102% +$6.46K ﹤0.01% 384
2025
Q4 		$7.36K Buy
+178
New +$8.53K ﹤0.01% 383

Other funds holding GDLC

B
Bullish George Town $178M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
DFG
DWM Financial Group Palatine, Illinois $112M AUM
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $151M AUM 15.84% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

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

Wilkerson Advisory Group increased its Grayscale CoinDesk Crypto 5 ETF (GDLC) stake by 33% in Q2 2026, buying an estimated $3.85K and bringing the position to 479 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Wilkerson Advisory Group first reported a position in GDLC in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold GDLC as of Q2 2026.

  • Wilkerson Advisory Group held 479 shares of Grayscale CoinDesk Crypto 5 ETF worth $12.6K as of Q2 2026.
  • Wilkerson Advisory Group bought 119 Grayscale CoinDesk Crypto 5 ETF shares in Q2 2026, an estimated $3.85K.
  • Grayscale CoinDesk Crypto 5 ETF made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #399 holding.
  • Wilkerson Advisory Group first reported a position in Grayscale CoinDesk Crypto 5 ETF in Q4 2025 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held Grayscale CoinDesk Crypto 5 ETF as of Q2 2026.

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