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WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC → BTCW

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
8
Latest value
$10M
Q3 2026
Peak value
$17.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$684K
Q4 2025$710K
Q1 2026$686K
Q1 2026$17.7M
Q2 2026$812K
Q2 2026$10.4M
Q3 2026$887K
Q3 2026$10M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10M191.5K——
Q3 2026$887K8.7K——
Q2 2026$10.4M192.4K——
Q2 2026$812K8.0K——
Q1 2026$17.7M358.1K——
Q1 2026$686K7.2K——
Q4 2025$710K7.6K——
Q3 2025$684K7.5K——

Other funds holding BTCW

Other WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC positions

PDI

PIMCO ETF TR

$29.7M
PDI

PIMCO ETF TR

$28.7M
PDI

Pimco Ultra Short Government ETF

$28.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$28.1M
DSL

Doubleline Shiller CAPE US Equity

$27.3M
DSL

Doubleline Shiller CAPE US Equity

$27.1M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$26.8M
PDI

Pimco Ultra Short Government ETF

$26.6M