WF
IBIT icon

WinCap Financial’s iShares Bitcoin Trust IBIT Stock Holding History

WinCap Financial’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$392K Buy
11,772
+3,450
+41% +$140K 0.21% 70
2026
Q1 		$320K Buy
8,322
+1,630
+24% +$70.6K 0.21% 71
2025
Q4 		$332K Buy
6,692
+771
+13% +$43.8K 0.23% 73
2025
Q3 		$385K Buy
5,921
+975
+20% +$63.4K 0.27% 72
2025
Q2 		$303K Buy
+4,946
New +$277K 0.24% 75

Other funds holding IBIT

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WinCap Financial's IBIT Position: Q2 2026 in Review

WinCap Financial increased its iShares Bitcoin Trust (IBIT) stake by 41% in Q2 2026, buying an estimated $140K and bringing the position to 11,772 shares worth $392K. The position accounts for 0.21% of the portfolio, ranked #70.

WinCap Financial first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. 463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • WinCap Financial held 11,772 shares of iShares Bitcoin Trust worth $392K as of Q2 2026.
  • WinCap Financial bought 3,450 iShares Bitcoin Trust shares in Q2 2026, an estimated $140K.
  • iShares Bitcoin Trust made up 0.21% of WinCap Financial's portfolio in Q2 2026, its #70 holding.
  • WinCap Financial first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • 463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on WinCap Financial's 13F filing for Q2 2026, filed 9 Jul 2026.