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WealthPlan Investment Management, LLC → BTCW
WealthPlan Investment Management, LLC BTCW Position History
WisdomTree Bitcoin Fund
Quarters held
81
Latest value
$678K
Q3 2026
Peak value
$45.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $325K |
| Q3 2025 | $376K |
| Q3 2025 | $1.1M |
| Q3 2025 | $10.3M |
| Q3 2025 | $528K |
| Q3 2025 | $1.5M |
| Q3 2025 | $1.5M |
| Q3 2025 | $2K |
| Q3 2025 | $2.8M |
| Q3 2025 | $821 |
| Q3 2025 | $785K |
| Q3 2025 | $365K |
| Q3 2025 | $2.1M |
| Q3 2025 | $977K |
| Q4 2025 | $658K |
| Q4 2025 | $1.2M |
| Q4 2025 | $382K |
| Q4 2025 | $249K |
| Q4 2025 | $16.5M |
| Q4 2025 | $1.5M |
| Q4 2025 | $554K |
| Q4 2025 | $976K |
| Q4 2025 | $10.6M |
| Q4 2025 | $2K |
| Q4 2025 | $2.9M |
| Q4 2025 | $849 |
| Q4 2025 | $699K |
| Q4 2025 | $360K |
| Q4 2025 | $1.9M |
| Q4 2025 | $1M |
| Q1 2026 | $1.3M |
| Q1 2026 | $406K |
| Q1 2026 | $1.5M |
| Q1 2026 | $649K |
| Q1 2026 | $31.3M |
| Q1 2026 | $581K |
| Q1 2026 | $1.5M |
| Q1 2026 | $608K |
| Q1 2026 | $328K |
| Q1 2026 | $2K |
| Q1 2026 | $22.1M |
| Q1 2026 | $7.8M |
| Q1 2026 | $628K |
| Q1 2026 | $874 |
| Q1 2026 | $1.3M |
| Q1 2026 | $351K |
| Q1 2026 | $772K |
| Q2 2026 | $2M |
| Q2 2026 | $440K |
| Q2 2026 | $1.7M |
| Q2 2026 | $985K |
| Q2 2026 | $40.2M |
| Q2 2026 | $1.4M |
| Q2 2026 | $581K |
| Q2 2026 | $671K |
| Q2 2026 | $491K |
| Q2 2026 | $21.2M |
| Q2 2026 | $2K |
| Q2 2026 | $7.9M |
| Q2 2026 | $538K |
| Q2 2026 | $1K |
| Q2 2026 | $1.4M |
| Q2 2026 | $381K |
| Q2 2026 | $791K |
| Q3 2026 | $4.3M |
| Q3 2026 | $2.4M |
| Q3 2026 | $429K |
| Q3 2026 | $2.4M |
| Q3 2026 | $45.1M |
| Q3 2026 | $599K |
| Q3 2026 | $1.4M |
| Q3 2026 | $349K |
| Q3 2026 | $1.2M |
| Q3 2026 | $2K |
| Q3 2026 | $22.1M |
| Q3 2026 | $9.2M |
| Q3 2026 | $1K |
| Q3 2026 | $499K |
| Q3 2026 | $386K |
| Q3 2026 | $1.1M |
| Q3 2026 | $678K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $678K | 11.6K | — | — |
| Q3 2026 | $1.1M | 11.2K | — | — |
| Q3 2026 | $386K | 4.0K | — | — |
| Q3 2026 | $499K | 10.7K | — | — |
| Q3 2026 | $1K | 22 | — | — |
| Q3 2026 | $9.2M | 279.1K | — | — |
| Q3 2026 | $22.1M | 537.0K | — | — |
| Q3 2026 | $2K | 46 | — | — |
| Q3 2026 | $1.2M | 25.8K | — | — |
| Q3 2026 | $349K | 7.8K | — | — |
| Q3 2026 | $1.4M | 24.4K | — | — |
| Q3 2026 | $599K | 10.7K | — | — |
| Q3 2026 | $45.1M | 564.3K | — | — |
| Q3 2026 | $2.4M | 43.7K | — | — |
| Q3 2026 | $429K | 7.8K | — | — |
| Q3 2026 | $2.4M | 42.7K | — | — |
| Q3 2026 | $4.3M | 44.7K | — | — |
| Q2 2026 | $791K | 13.4K | — | — |
| Q2 2026 | $381K | 4.0K | — | — |
| Q2 2026 | $1.4M | 14.6K | — | — |
| Q2 2026 | $1K | 22 | — | — |
| Q2 2026 | $538K | 10.9K | — | — |
| Q2 2026 | $7.9M | 242.4K | — | — |
| Q2 2026 | $2K | 44 | — | — |
| Q2 2026 | $21.2M | 487.6K | — | — |
| Q2 2026 | $491K | 10.6K | — | — |
| Q2 2026 | $671K | 14.5K | — | — |
| Q2 2026 | $581K | 10.7K | — | — |
| Q2 2026 | $1.4M | 26.8K | — | — |
| Q2 2026 | $40.2M | 516.4K | — | — |
| Q2 2026 | $985K | 17.4K | — | — |
| Q2 2026 | $1.7M | 31.7K | — | — |
| Q2 2026 | $440K | 8.2K | — | — |
| Q2 2026 | $2M | 21.0K | — | — |
| Q1 2026 | $772K | 14.8K | — | — |
| Q1 2026 | $351K | 4.0K | — | — |
| Q1 2026 | $1.3M | 15.3K | — | — |
| Q1 2026 | $874 | 22 | — | — |
| Q1 2026 | $628K | 15.7K | — | — |
| Q1 2026 | $7.8M | 244.8K | — | — |
| Q1 2026 | $22.1M | 507.6K | — | — |
| Q1 2026 | $2K | 42 | — | — |
| Q1 2026 | $328K | 7.4K | — | — |
| Q1 2026 | $608K | 15.0K | — | — |
| Q1 2026 | $1.5M | 27.9K | — | — |
| Q1 2026 | $581K | 10.7K | — | — |
| Q1 2026 | $31.3M | 459.1K | — | — |
| Q1 2026 | $649K | 12.3K | — | — |
| Q1 2026 | $1.5M | 30.0K | — | — |
| Q1 2026 | $406K | 8.2K | — | — |
| Q1 2026 | $1.3M | 15.1K | — | — |
| Q4 2025 | $1M | 18.3K | — | — |
| Q4 2025 | $1.9M | 20.8K | — | — |
| Q4 2025 | $360K | 4.0K | — | — |
| Q4 2025 | $699K | 17.9K | — | — |
| Q4 2025 | $849 | 22 | — | — |
| Q4 2025 | $2.9M | 88.3K | — | — |
| Q4 2025 | $2K | 38 | — | — |
| Q4 2025 | $10.6M | 240.3K | — | — |
| Q4 2025 | $976K | 23.7K | — | — |
| Q4 2025 | $554K | 10.7K | — | — |
| Q4 2025 | $1.5M | 28.6K | — | — |
| Q4 2025 | $16.5M | 233.3K | — | — |
| Q4 2025 | $249K | 4.8K | — | — |
| Q4 2025 | $382K | 8.2K | — | — |
| Q4 2025 | $1.2M | 26.3K | — | — |
| Q4 2025 | $658K | 7.5K | — | — |
| Q3 2025 | $977K | 18.1K | — | — |
| Q3 2025 | $2.1M | 23.8K | — | — |
| Q3 2025 | $365K | 4.1K | — | — |
| Q3 2025 | $785K | 20.7K | — | — |
| Q3 2025 | $821 | 22 | — | — |
| Q3 2025 | $2.8M | 63.6K | — | — |
| Q3 2025 | $2K | 37 | — | — |
| Q3 2025 | $1.5M | 36.9K | — | — |
| Q3 2025 | $1.5M | 30.1K | — | — |
| Q3 2025 | $528K | 10.7K | — | — |
| Q3 2025 | $10.3M | 150.0K | — | — |
| Q3 2025 | $1.1M | 24.7K | — | — |
| Q3 2025 | $376K | 8.2K | — | — |
| Q3 2025 | $325K | 3.7K | — | — |
Other funds holding BTCW
$976.3M
$887.7M
$875.2M
$848.5M
$838M
$830.7M