WisdomTree Bitcoin Fund(BTCW)Stock Analysis
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Not in ranked universe
Limited institutional coverage
Quality rankings require at least 50 unique 13-F institutional holders to ensure peer comparisons are meaningful. Only 27 institutional filers currently hold this stock.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
BTCW Stock Analysis & AI Quality Score
AI stock analysis and institutional research for WisdomTree Bitcoin Fund (BTCW), a Financials sector company. BTCW is not currently included in 13F Pro's AI-ranked quality universe — quality rankings require at least 50 unique 13-f institutional holders to ensure peer comparisons are meaningful. only 27 institutional filers currently hold this stock. Top institutional holders of BTCW by reported 13-F value include SUSQUEHANNA INTERNATIONAL GROUP, LLP, Bank of New York Mellon, LPL Financial, based on the most recent SEC filings. BTCW trades on the CBOE exchange and files with the SEC under CIK 1850391. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BTCW daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for WisdomTree Bitcoin Fund directly from SEC EDGAR.
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Net Income
Operating Income
Total Assets
+279334.1% YoYOp. Cash Flow
| Metric | FY 2025 | FY 2023 |
|---|---|---|
| Net Income | $-36.7M | — |
| Operating Income | $-36.7M | — |
| Total Assets | $139.7M +279334.1% | $50.0K |
| Operating Cash Flow | $184.2M | — |
AI Insight: BTCW Financial Trends
BTCW swung from $110M net income in Q4 2024 to consecutive quarterly losses totaling $78M in Q4 2025 and Q1 2026.
• Operating cash flow deteriorated sharply: positive $168M in Q1 2025 to negative $42M in Q1 2026, a $210M swing.
• Net income has been negative in 3 of last 4 quarters (Q1 2025, Q4 2025, Q1 2026), versus profitability in Q4 2024.
⚠ Operating cash flow volatility remains extreme: swung from -$144M (Q3 2024) to +$168M (Q1 2025) to -$42M (Q1 2026).
⚠ No revenue, debt, or equity data available—limits full financial health assessment of the fund structure.
AI Insight: BTCW Ratio Trends
BTCW's ROA swung from +89.6% in Q2 2025 to -92.2% in Q1 2026, reflecting extreme volatility in net income tied to Bitcoin price movements.
• ROA collapsed to -92.2% in Q1 2026 after posting +89.6% in Q2 2025, a 181.8pp swing in annualized returns on assets.
• TTM ROA stands at -20.6% as of March 2026, indicating cumulative losses over trailing twelve months.
⚠ Extreme quarter-to-quarter ROA volatility (ranging -92.2% to +89.6%) signals fund performance highly sensitive to Bitcoin price swings and mark-to-market revaluations.
⚠ Only ROA data available; absence of margin, leverage, and profitability metrics limits visibility into fund operational health and capital structure.
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Available Research
13F Pro tracks comprehensive data for WisdomTree Bitcoin Fund including:
Top Institutional Holders of BTCW
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$24.3M338,604 shBank of New York Mellon Corp
$12.9M179,758 shLPL Financial LLC
$5.8M81,443 shJANE STREET GROUP, LLC
$5.4M75,692 shMEITAV INVESTMENT HOUSE LTD
$3.2M44,587 shWhitaker-Myers Wealth Managers, LTD.
$2.8M38,696 shFinancial Life Planners
$1.1M15,597 shPioneer Family Office, LLC
$556.5K34,800 shPrivate Advisor Group, LLC
$512.1K7,141 shSUSQUEHANNA INTERNATIONAL GROUP, LLP
$473.3K6,600 sh
| Fund | Value | Shares |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24.3M | 338,604 |
| Bank of New York Mellon Corp | $12.9M | 179,758 |
| LPL Financial LLC | $5.8M | 81,443 |
| JANE STREET GROUP, LLC | $5.4M | 75,692 |
| MEITAV INVESTMENT HOUSE LTD | $3.2M | 44,587 |
| Whitaker-Myers Wealth Managers, LTD. | $2.8M | 38,696 |
| Financial Life Planners | $1.1M | 15,597 |
| Pioneer Family Office, LLC | $556.5K | 34,800 |
| Private Advisor Group, LLC | $512.1K | 7,141 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $473.3K | 6,600 |
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Popular Research
Is BTCW a good stock to buy?
13F Pro's AI-powered analysis of WisdomTree Bitcoin Fund (BTCW) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on CBOE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BTCW are available on the BTCW stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own BTCW?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BTCW. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of WisdomTree Bitcoin Fund's investment landscape.