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WoodTrust Financial’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

WoodTrust Financial’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
Q3 		$362K Hold
9,789
– – 0.04% 145
2026
Q2 		$254K Hold
9,789
– – 0.03% 163
2026
Q1 		$294K Hold
9,789
– – 0.04% 145
2025
Q4 		$379K Buy
9,789
+1,153
+13% +$51.1K 0.04% 139
2025
Q3 		$437K Hold
8,636
– – 0.05% 130
2025
Q2 		$412K Hold
8,636
– – 0.05% 112
2025
Q1 		$315K Buy
+8,636
New +$356K 0.04% 134

Other funds holding BTC

RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
IAG
Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

WoodTrust Financial's BTC Position: Q3 2026 in Review

WoodTrust Financial held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q3 2026 at 9,789 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #145.

WoodTrust Financial first reported a position in BTC in Q1 2025 and has held it in 7 quarters since. The position peaked at $437K in Q3 2025. 28 funds tracked by Wall St. Rank hold BTC as of Q3 2026.

  • WoodTrust Financial held 9,789 shares of Grayscale Bitcoin Mini Trust ETF worth $362K as of Q3 2026.
  • WoodTrust Financial left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q3 2026.
  • Grayscale Bitcoin Mini Trust ETF made up 0.04% of WoodTrust Financial's portfolio in Q3 2026, its #145 holding.
  • WoodTrust Financial first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2025 and has held it in 7 quarters since.
  • WoodTrust Financial's Grayscale Bitcoin Mini Trust ETF position peaked at $437K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.