W
BTC

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
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

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WorthPointe's BTC Position: Q1 2026 in Review

WorthPointe held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q1 2026 at 7,131 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #112.

WorthPointe first reported a position in BTC in Q3 2025 and has held it in 3 quarters since. The position peaked at $361K in Q3 2025. 487 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • WorthPointe held 7,131 shares of Grayscale Bitcoin Mini Trust ETF worth $214K as of Q1 2026.
  • WorthPointe left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q1 2026.
  • Grayscale Bitcoin Mini Trust ETF made up 0.06% of WorthPointe's portfolio in Q1 2026, its #112 holding.
  • WorthPointe first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2025 and has held it in 3 quarters since.
  • WorthPointe's Grayscale Bitcoin Mini Trust ETF position peaked at $361K in Q3 2025.
  • 487 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.