WWP
BTC

WR Wealth Planners’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

WR Wealth Planners’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
2024
Q4 		$6.83K Sell
163
-55
-25% -$2.02K ﹤0.01% 642
2024
Q3 		$6.14K Buy
+218
New +$5.81K ﹤0.01% 708

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MCM
Multicoin Capital Management Austin, Texas $75.9M AUM 14.71% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return

WR Wealth Planners's BTC Position: Q4 2024 in Review

WR Wealth Planners reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 25% in Q4 2024, selling an estimated $2.02K and leaving 163 shares worth $6.83K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

WR Wealth Planners first reported a position in BTC in Q3 2024 and has held it in 2 quarters since. 377 funds tracked by Wall St. Rank hold BTC as of Q4 2024.

  • WR Wealth Planners held 163 shares of Grayscale Bitcoin Mini Trust ETF worth $6.83K as of Q4 2024.
  • WR Wealth Planners sold 55 Grayscale Bitcoin Mini Trust ETF shares in Q4 2024, an estimated $2.02K.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #642 holding.
  • WR Wealth Planners first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 2 quarters since.
  • 377 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.