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Nvest Wealth Strategies, Inc. → BTCW
Nvest Wealth Strategies, Inc. BTCW Position History
WisdomTree Bitcoin Fund
Quarters held
17
Latest value
$292K
Q3 2026
Peak value
$8.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.7M |
| Q4 2025 | $5.4M |
| Q4 2025 | $8M |
| Q4 2025 | $150K |
| Q1 2026 | $6M |
| Q1 2026 | $3.8M |
| Q1 2026 | $7.9M |
| Q1 2026 | $146K |
| Q2 2026 | $6.7M |
| Q2 2026 | $4.1M |
| Q2 2026 | $8.6M |
| Q2 2026 | $211K |
| Q3 2026 | $3K |
| Q3 2026 | $7M |
| Q3 2026 | $2.9M |
| Q3 2026 | $3.3M |
| Q3 2026 | $292K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $292K | 5.8K | — | — |
| Q3 2026 | $3.3M | 34.3K | — | — |
| Q3 2026 | $2.9M | 55.5K | — | — |
| Q3 2026 | $7M | 39.0K | — | — |
| Q3 2026 | $3K | 52 | — | — |
| Q2 2026 | $211K | 4.2K | — | — |
| Q2 2026 | $8.6M | 89.5K | — | — |
| Q2 2026 | $4.1M | 78.0K | — | — |
| Q2 2026 | $6.7M | 38.6K | — | — |
| Q1 2026 | $146K | 2.9K | — | — |
| Q1 2026 | $7.9M | 89.8K | — | — |
| Q1 2026 | $3.8M | 78.3K | — | — |
| Q1 2026 | $6M | 37.6K | — | — |
| Q4 2025 | $150K | 3.0K | — | — |
| Q4 2025 | $8M | 89.5K | — | — |
| Q4 2025 | $5.4M | 111.5K | — | — |
| Q4 2025 | $4.7M | 32.5K | — | — |
Other funds holding BTCW
$976.3M
$887.7M
$875.2M
$848.5M
$838M
$830.7M
$788.5M
$760.1M