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Summit Place Financial Advisors, LLC → BTCW

Summit Place Financial Advisors, LLC BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
4
Latest value
$4.9M
Q3 2026
Peak value
$5.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.2M
Q1 2026$4.9M
Q2 2026$5.1M
Q3 2026$4.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.9M181.4K——
Q2 2026$5.1M191.3K——
Q1 2026$4.9M184.7K——
Q4 2025$5.2M201.0K——

Other funds holding BTCW

Other Summit Place Financial Advisors, LLC positions

AAPL

APPLE INC

$9.8M
AAPL

APPLE INC

$9.7M
NVDA

NVIDIA CORPORATION

$9.5M
AAPL

APPLE INC

$9.3M
NVDA

NVIDIA CORPORATION

$9.1M
NVDA

NVIDIA CORPORATION

$9M
GEV

GE VERNOVA INC

$9M
IAU

ISHARES GOLD TR

$8.7M