WoodTrust Financial Corp BTC — GRAYSCALE BITCOIN MINI TR ET SHS NEW

Ownership history in WoodTrust Financial Corp  ·  7 quarters on record

AI Ownership Summary

WoodTrust Financial Corp reported GRAYSCALE BITCOIN MINI TR ET SHS NEW (BTC) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. Peak portfolio weight reached 0.05% in 2025 Q2. The latest visible filing shows BTC at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BTC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WoodTrust Financial Corp's position in GRAYSCALE BITCOIN MINI TR ET SHS NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

BTC was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BTC stock page WoodTrust Financial Corp fund profile WoodTrust Financial Corp full holdings
How WoodTrust Financial Corp held BTC — position size vs. price
% of Fund (quarterly)    BTC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 9,789 — 0% 0.04% $362 2026-10-09 $36.36
2026 Q2 UNCHANGED — — — 9,789 — 0% 0.03% $254 2026-07-27 $28.72
2026 Q1 UNCHANGED — — — 9,789 — 0% 0.04% $294 2026-05-06 $36.03
2025 Q4 ADDED — — — 9,789 +1,153 +13.4% 0.04% $379K 2026-01-30 $37.08
2025 Q3 UNCHANGED — — — 8,636 — 0% 0.05% $437K 2025-10-28 $50.31
2025 Q2 UNCHANGED — — — 8,636 — 0% 0.05% $412K 2025-07-23 $52.49
2025 Q1 INITIATED — — — 8,636 — — 0.04% $315K 2025-04-23 $41.44

🏢 Other funds also holding BTC

As of 2026 Q3 — sorted by position size

Sloy Dahl & Holst, LLC 3Y 5.13% HFG Wealth Management, LLC 3.11% VVR Holdings LLC 2.66% ShoreHaven Wealth Partners, LLC 3Y 1.76% THRYVE WEALTH MANAGEMENT LLC 1.1% ATX Financial Planning, LLC 0.84% Centurion Wealth Management LLC 3Y 0.84% Upper Left Wealth Management, LLC 3Y 0.73% FFG Partners, LLC 0.65% Weil Company, Inc. 3Y 7Y 0.64%

FAQ About WoodTrust Financial Corp and BTC

These are the practical questions this page is built to answer before you even open the full history table.

How long has WoodTrust Financial Corp reported owning BTC?

WoodTrust Financial Corp reported BTC across 7 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported BTC position in WoodTrust Financial Corp's portfolio?

The largest reported portfolio weight for BTC was 0.05% in 2025 Q2.

What is the latest reported BTC position on this page?

The most recent filing on this page is 2026 Q3, when WoodTrust Financial Corp reported 9,789 shares, equal to 0.04% of portfolio, with an estimated market value of $362.

What does the chart on this BTC ownership page compare?

The chart compares WoodTrust Financial Corp's quarterly BTC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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