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Woodley Farra Manion Portfolio Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Woodley Farra Manion Portfolio Management’s Portfolio GBTC Stock Details GBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,073
Closed -$415K – 126
2025
Q4 		$415K Hold
6,073
– – 0.02% 88
2025
Q3 		$545K Hold
6,073
– – 0.03% 82
2025
Q2 		$515K Hold
6,073
– – 0.02% 79
2025
Q1 		$396K Sell
6,073
-625
-9% -$46.1K 0.02% 83
2024
Q4 		$496K Hold
6,698
– – 0.02% 76
2024
Q3 		$338K Sell
6,698
-717
-10% -$34.9K 0.02% 81
2024
Q2 		$357K Hold
7,415
– – 0.02% 81
2024
Q1 		$423K Buy
+7,415
New +$326K 0.02% 80

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's GBTC Position: Q1 2026 in Review

Woodley Farra Manion Portfolio Management sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 6,073 shares — an estimated $415K sold.

Woodley Farra Manion Portfolio Management first reported a position in GBTC in Q1 2024 and held it in 8 quarters. The position peaked at $545K in Q3 2025. 653 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Woodley Farra Manion Portfolio Management reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 6,073 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $415K.
  • Woodley Farra Manion Portfolio Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 8 quarters.
  • Woodley Farra Manion Portfolio Management's Grayscale Bitcoin Trust position peaked at $545K in Q3 2025.
  • 653 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2026, filed 8 May 2026.