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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
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

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GD
Galaxy Digital New York $1.16B AUM

WP Advisors's IBIT Position: Q1 2026 in Review

WP Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 12% in Q1 2026, selling an estimated $36.8K and leaving 6,303 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #107.

WP Advisors first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $823K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • WP Advisors held 6,303 shares of iShares Bitcoin Trust worth $242K as of Q1 2026.
  • WP Advisors sold 849 iShares Bitcoin Trust shares in Q1 2026, an estimated $36.8K.
  • iShares Bitcoin Trust made up 0.06% of WP Advisors's portfolio in Q1 2026, its #107 holding.
  • WP Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • WP Advisors's iShares Bitcoin Trust position peaked at $823K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.