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Evergreen Private Wealth LLC → BTCW

Evergreen Private Wealth LLC BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
4
Latest value
$7.7M
Q3 2026
Peak value
$8.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.6M
Q1 2026$6.8M
Q2 2026$8.1M
Q3 2026$7.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.7M164.8K——
Q2 2026$8.1M164.8K——
Q1 2026$6.8M168.7K——
Q4 2025$6.6M169.9K——

Other funds holding BTCW

Other Evergreen Private Wealth LLC positions

AMAT

APPLIED MATERIALS INC COM USD0.01

$25.7M
AMAT

APPLIED MATERIALS INC COM USD0.01

$16.3M
AMAT

APPLIED MATERIALS INC COM USD0.01

$13.1M
GOOGN

ALPHABET INC CAP STK CL A

$11.3M
STT-PG

SPDR INDEX SHARES FUNDS STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF

$10.9M
GOOGN

ALPHABET INC CAP STK CL A

$10.8M
AMAT

APPLIED MATERIALS INC COM USD0.01

$10.7M
STT-PG

SPDR INDEX SHARES FUNDS STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF

$10.7M