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Aprio Wealth Management, LLC → BTCW
Aprio Wealth Management, LLC BTCW Position History
WisdomTree Bitcoin Fund
Quarters held
12
Latest value
$5M
Q3 2026
Peak value
$45.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $601K |
| Q3 2025 | $9.1M |
| Q4 2025 | $853K |
| Q4 2025 | $9.6M |
| Q1 2026 | $301K |
| Q1 2026 | $993K |
| Q1 2026 | $10M |
| Q2 2026 | $34.1M |
| Q2 2026 | $9.4M |
| Q3 2026 | $532K |
| Q3 2026 | $45.6M |
| Q3 2026 | $5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5M | 164.6K | — | — |
| Q3 2026 | $45.6M | 904.9K | — | — |
| Q3 2026 | $532K | 14.0K | — | — |
| Q2 2026 | $9.4M | 297.2K | — | — |
| Q2 2026 | $34.1M | 676.7K | — | — |
| Q1 2026 | $10M | 321.7K | — | — |
| Q1 2026 | $993K | 19.7K | — | — |
| Q1 2026 | $301K | 3.4K | — | — |
| Q4 2025 | $9.6M | 296.6K | — | — |
| Q4 2025 | $853K | 17.0K | — | — |
| Q3 2025 | $9.1M | 263.5K | — | — |
| Q3 2025 | $601K | 12.0K | — | — |
Other funds holding BTCW
$976.3M
$887.7M
$875.2M
$848.5M
$838M
$830.7M