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BNY Mellon affiliates disclose ~235,752 shares in WisdomTree Bitcoin Fund (BTCW)

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

WisdomTree Bitcoin Fund (BTCW) ownership update: The Bank of New York Mellon Corporation and several subsidiaries report beneficial ownership positions of approximately 235,752 shares (reported as 11.1% of the class) for one or more affiliated reporting persons. The filing states these shares are held in various fiduciary capacities and identifies WisdomTree Enhanced Commodity Strategy Fund as a holder with an interest greater than five percent. The amendment is signed by an attorney-in-fact on 05/05/2026.

Positive

  • None.

Negative

  • None.

Insights

BNY Mellon reports concentrated fiduciary holdings in BTCW without claiming direct beneficial ownership.

BNY Mellon and direct/indirect subsidiaries disclose positions of roughly 235,751–235,752 shares, each reported with 11.1% next to the reporting-person rows. The filing emphasizes fiduciary roles rather than claiming personal beneficial ownership.

The operative phrase is that securities are held in "various fiduciary capacities," and one underlying fund is identified as holding >5%. Subsequent filings may clarify which specific accounts or clients are responsible for trading/decisions.

Large, disclosed positions by custody and affiliated investment entities can represent client/portfolio exposures rather than sponsor stakes.

The reported counts (~235,752 shares) and the 11.1% figure indicate material ownership as presented on the cover rows. The filing lists multiple related entities (BNY Mellon IHC, MBC Investments Corp, Newton Investment Management NA) each with similar share counts.

How these holdings translate to trading pressure or liquidity depends on the identity and mandate of the underlying holders; the filing notes an underlying fund with >5% interest but does not tie voting/disposition decisions to a single discretionary manager.

Reported shares (BNY Mellon) 235,752 shares cover row for The Bank of New York Mellon Corp
Reported shares (affiliates) 235,751 shares cover rows for BNY Mellon IHC, MBC Investments Corp, Newton Investment Management NA
Percent of class 11.1% percent reported on each relevant cover row
CUSIP 97720F101 WisdomTree Bitcoin Fund identifier on the cover
Filing signature date 05/05/2026 signature dates on the amendment
Schedule 13G/A regulatory
"Amendment No. 5 ) WisdomTree Bitcoin Fund"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficially owned financial
"All of the securities are beneficially owned by The Bank of New York Mellon Corporation"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
fiduciary capacities regulatory
"held by The Bank of New York Mellon Corporation and its direct or indirect subsidiaries in their various fiduciary capacities"
CUSIP financial
"CUSIP No.: 97720F101"
A CUSIP is a nine-character alphanumeric code that uniquely identifies a U.S. or Canadian financial security—such as a stock, bond, or fund share—like a Social Security number for an investment. It matters to investors because brokers, exchanges and record-keepers use the CUSIP to match trades, track ownership, settle transactions and pull accurate records, reducing errors and ensuring money and securities go to the right place.





97720F101

(CUSIP Number)
04/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Bank of New York Mellon Corp
Signature:Andrew Weiser
Name/Title:Attorney-In-Fact
Date:05/05/2026
BNY Mellon IHC, LLC
Signature:Andrew Weiser
Name/Title:Attorney-In-Fact
Date:05/05/2026
MBC Investments Corp
Signature:Andrew Weiser
Name/Title:Attorney-In-Fact
Date:05/05/2026
Newton Investment Management North America, LLC
Signature:Andrew Weiser
Name/Title:Attorney-In-Fact
Date:05/05/2026

FAQ

What stake did BNY Mellon report in WisdomTree Bitcoin Fund (BTCW)?

BNY Mellon and affiliated reporting persons listed positions of about 235,751–235,752 shares, reported alongside an 11.1% figure. These amounts appear in the cover rows for each reporting person and are presented as held in fiduciary capacities.

Does the Schedule 13G/A say BNY Mellon beneficially owns the BTCW shares?

No. The filing states the securities are held by BNY Mellon and subsidiaries in various fiduciary capacities and explicitly disclaims that the parent is necessarily the beneficial owner for purposes of Sections 13(d) or 13(g).

Which other entity is identified as holding more than 5% of BTCW?

The filing identifies WisdomTree Enhanced Commodity Strategy Fund as an interest holder whose stake exceeds 5% of the WisdomTree Bitcoin Fund, per the Item 6 disclosure describing ownership on behalf of another person.

When was this amendment to the Schedule 13G filed and signed?

The amendment is signed by an attorney-in-fact, Andrew Weiser, with signature dates shown as 05/05/2026, and the cover references the fund CUSIP 97720F101 and an earlier date of 04/30/2026 on the cover row.