Funds holding Wisdomtree Bitcoin Fund
ISIN US97720F1012 · United States · LEI 254900NN3LI24CJWGU48
- Fund holders
- 3
- Of which ETFs
- 0 3 other funds
- Value held
- 15.2M $
- Share of capital
- 10.0 % of 2.2M shares on Jun 30, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| WisdomTree Enhanced Commodity Strategy Fund WisdomTree Trust | 175,712 | 12.2M $ | 4.86 % | 8.04 % | as of Feb 28, 2026 ↗ |
| WisdomTree Managed Futures Strategy Fund WisdomTree Trust | 38,551 | 2.7M $ | 1.25 % | 1.76 % | as of Feb 28, 2026 ↗ |
| WisdomTree Inflation Plus Fund WisdomTree Trust | 4,207 | 292.3K $ | 2.06 % | 0.19 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures how much this security weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| WisdomTree Enhanced Commodity Strategy Fund WisdomTree Trust | 4.86 % | as of Feb 28, 2026 ↗ |
| WisdomTree Inflation Plus Fund WisdomTree Trust | 2.06 % | as of Feb 28, 2026 ↗ |
| WisdomTree Managed Futures Strategy Fund WisdomTree Trust | 1.25 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 3 | +2 | 218,470 | +164.0 % |
| 2026Q1 | 1 | -2 | 82,743 | -31.6 % |
| 2025Q4 | 3 | +1 | 121,013 | +11.1 % |
| 2025Q3 | 2 | 0 | 108,912 | -5.5 % |
| 2025Q2 | 2 | 0 | 115,271 | -20.1 % |
| 2025Q1 | 2 | 0 | 144,328 | +27.2 % |
| 2024Q4 | 2 | 0 | 113,425 | -4.7 % |
| 2024Q3 | 2 | 119,007 |
Institutional managers
27 managers declare this security to the SEC (Form 13F); the 25 largest follow.
| Manager | Shares | Value | |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 338,604 | 24.3M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 179,758 | 12.9M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 81,443 | 5.8M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 75,692 | 5.4M $ | as of Mar 31, 2026 |
| MEITAV INVESTMENT HOUSE LTD | 44,587 | 3.2M $ | as of Mar 31, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | 38,696 | 2.8M $ | as of Mar 31, 2026 |
| Pioneer Family Office, LLC | 34,800 | 556.5K $ | as of Mar 31, 2026 |
| Financial Life Planners | 15,597 | 1.1M $ | as of Mar 31, 2026 |
| Virtu Financial LLC | 8,013 | 575 $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 7,141 | 512.1K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 6,555 | 470.1K $ | as of Mar 31, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | 5,539 | 397.2K $ | as of Mar 31, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | 5,241 | 376 $ | as of Mar 31, 2026 |
| Nautilus Advisors LLC | 3,447 | 247.2K $ | as of Mar 31, 2026 |
| Belvedere Trading LLC | 2,793 | 200.3K $ | as of Mar 31, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 1,370 | 98.2K $ | as of Mar 31, 2026 |
| Frazier Financial Advisors, LLC | 630 | 45.2K $ | as of Mar 31, 2026 |
| CWM, LLC | 425 | 30.5K $ | as of Mar 31, 2026 |
| Geneos Wealth Management Inc. | 367 | 26.3K $ | as of Mar 31, 2026 |
| Steward Partners Investment Advisory, LLC | 365 | 26.2K $ | as of Mar 31, 2026 |
| Farther Finance Advisors, LLC | 300 | 21.6K $ | as of Mar 31, 2026 |
| Western Wealth Management, LLC | 200 | 14.3K $ | as of Mar 31, 2026 |
| TSFG, LLC | 69 | 5 $ | as of Mar 31, 2026 |
| Indiana Trust & Investment Management Co | 47 | 3.4K $ | as of Mar 31, 2026 |
| Smartleaf Asset Management LLC | 14 | 985 $ | as of Mar 31, 2026 |
Declared shareholders of Wisdomtree Bitcoin Fund
1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Bank of New York Mellon Corp and 3 others | 11.10 % | 235,752 | as of Apr 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Wisdomtree Bitcoin Fund". https://titelia.com/en/stocks/wisdomtree-bitcoin-fund-US97720F1012