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WP Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

WP Advisors’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$216K Buy
6,503
+200
+3% +$8.14K 0.05% 115
2026
Q1 		$242K Sell
6,303
-849
-12% -$36.8K 0.06% 107
2025
Q4 		$355K Sell
7,152
-5,503
-43% -$313K 0.09% 88
2025
Q3 		$823K Hold
12,655
– – 0.21% 64
2025
Q2 		$775K Buy
12,655
+287
+2% +$16.1K 0.21% 64
2025
Q1 		$579K Buy
12,368
+365
+3% +$19.3K 0.19% 65
2024
Q4 		$637K Buy
+12,003
New +$567K 0.21% 63

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

WP Advisors's IBIT Position: Q2 2026 in Review

WP Advisors increased its iShares Bitcoin Trust (IBIT) stake by 3.2% in Q2 2026, buying an estimated $8.14K and bringing the position to 6,503 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #115.

WP Advisors first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $823K in Q3 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • WP Advisors held 6,503 shares of iShares Bitcoin Trust worth $216K as of Q2 2026.
  • WP Advisors bought 200 iShares Bitcoin Trust shares in Q2 2026, an estimated $8.14K.
  • iShares Bitcoin Trust made up 0.05% of WP Advisors's portfolio in Q2 2026, its #115 holding.
  • WP Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • WP Advisors's iShares Bitcoin Trust position peaked at $823K in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.