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BFI Wealth Solutions, LLC → BTCW

BFI Wealth Solutions, LLC BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
8
Latest value
$12.3M
Q3 2026
Peak value
$13.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.8M
Q4 2025$11.4M
Q1 2026$1.9M
Q1 2026$6.4M
Q2 2026$2.1M
Q2 2026$13.2M
Q3 2026$3.1M
Q3 2026$12.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12.3M244.9K——
Q3 2026$3.1M30.2K——
Q2 2026$13.2M261.9K——
Q2 2026$2.1M20.4K——
Q1 2026$6.4M127.8K——
Q1 2026$1.9M20.2K——
Q4 2025$11.4M226.4K——
Q4 2025$1.8M19.7K——

Other funds holding BTCW

Other BFI Wealth Solutions, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$7.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$7.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$6.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$4.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$4.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$4.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$4.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$4.2M