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Wilkerson Advisory Group’s VanEck Bitcoin Trust HODL Stock Holding History

Wilkerson Advisory Group’s Portfolio HODL Stock Details HODL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49K Hold
2,951
– – 0.02% 233
2026
Q1 		$56.5K Buy
2,951
+1,562
+112% +$33.7K 0.02% 194
2025
Q4 		$34.4K Buy
+1,389
New +$39.3K 0.01% 196

Other funds holding HODL

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

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

Wilkerson Advisory Group held its VanEck Bitcoin Trust (HODL) position steady in Q2 2026 at 2,951 shares worth $49K. The position accounts for 0.02% of the portfolio, ranked #233.

Wilkerson Advisory Group first reported a position in HODL in Q4 2025 and has held it in 3 quarters since. The position peaked at $56.5K in Q1 2026. 127 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

  • Wilkerson Advisory Group held 2,951 shares of VanEck Bitcoin Trust worth $49K as of Q2 2026.
  • Wilkerson Advisory Group left its VanEck Bitcoin Trust share count unchanged in Q2 2026.
  • VanEck Bitcoin Trust made up 0.02% of Wilkerson Advisory Group's portfolio in Q2 2026, its #233 holding.
  • Wilkerson Advisory Group first reported a position in VanEck Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's VanEck Bitcoin Trust position peaked at $56.5K in Q1 2026.
  • 127 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

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