WorthPointe’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

WorthPointe’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	–	Sell	-7,131	Closed	-$214K	–	135
2026 Q1	$214K	Hold	7,131	–	–	0.06%	112
2025 Q4	$276K	Hold	7,131	–	–	0.07%	110
2025 Q3	$361K	Buy	+7,131	New	+$362K	0.14%	76

Other funds holding BTC

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

WorthPointe's BTC Position: Q2 2026 in Review

WorthPointe sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026, closing a stake of 7,131 shares — an estimated $214K sold.

WorthPointe first reported a position in BTC in Q3 2025 and held it in 3 quarters. The position peaked at $361K in Q3 2025. 462 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

WorthPointe reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q2 2026 after selling out during the quarter.
WorthPointe sold 7,131 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $214K.
WorthPointe first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2025 and held it in 3 quarters.
WorthPointe's Grayscale Bitcoin Mini Trust ETF position peaked at $361K in Q3 2025.
462 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.