WWM
BTC

Wolff Wiese Magana’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Wolff Wiese Magana’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 		$46.3K Sell
1,783
-56
-3% -$1.78K 0.02% 245
2026
Q1 		$55.2K Hold
1,839
– – 0.03% 201
2025
Q4 		$71.2K Sell
1,839
-1,125
-38% -$49.9K 0.04% 177
2025
Q3 		$150K Buy
2,964
+150
+5% +$7.61K 0.09% 127
2025
Q2 		$134K Buy
2,814
+24
+0.9% +$1.05K 0.08% 129
2025
Q1 		$102K Hold
2,790
– – 0.07% 134
2024
Q4 		$117K Buy
2,790
+2,508
+889% +$92.3K 0.08% 135
2024
Q3 		$7.94K Buy
+282
New +$7.51K 0.01% 493

Other funds holding BTC

SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $348M AUM 70.53% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return