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Mosley Wealth Management → BTCW
Mosley Wealth Management BTCW Position History
WisdomTree Bitcoin Fund
Quarters held
12
Latest value
$13.5M
Q3 2026
Peak value
$13.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $863K |
| Q1 2026 | $4K |
| Q1 2026 | $63K |
| Q1 2026 | $26K |
| Q1 2026 | $1K |
| Q1 2026 | $659K |
| Q2 2026 | $1.2M |
| Q2 2026 | $18K |
| Q2 2026 | $12.5M |
| Q3 2026 | $1.4M |
| Q3 2026 | $16K |
| Q3 2026 | $13.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.5M | 267.7K | — | — |
| Q3 2026 | $16K | 269 | — | — |
| Q3 2026 | $1.4M | 24.3K | — | — |
| Q2 2026 | $12.5M | 248.7K | — | — |
| Q2 2026 | $18K | 103 | — | — |
| Q2 2026 | $1.2M | 21.5K | — | — |
| Q1 2026 | $659K | 13.1K | — | — |
| Q1 2026 | $1K | 27 | — | — |
| Q1 2026 | $26K | 205 | — | — |
| Q1 2026 | $63K | 1.2K | — | — |
| Q1 2026 | $4K | 51 | — | — |
| Q4 2025 | $863K | 17.2K | — | — |
Other funds holding BTCW
$976.3M
$887.7M
$875.2M
$848.5M
$838M
$830.7M
$788.5M
$760.1M
Other Mosley Wealth Management positions
SCHW-PJ
$18.4MSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
SCHW-PJ
$17.6MSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
VGES
$13.8MVANGUARD MEGA CAP ETF
JPM-PM
$13.6MJPMORGAN EQUITY PREMIUM INCOME ETF
JPM-PM
$13.4MJPMORGAN EQUITY PREMIUM INCOME ETF
VGES
$13.3MVANGUARD MORNINGSTAR GROWTH ETF
VLO
$12.7MVANGUARD HEALTH CARE ETF
AAPL
$12.1MAPPLE INC COM