BNY Mellon reports 235,752 shares (11.1%) of BTCW

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.

Insights

Governance Counsel

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.

ETF Market Analyst

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.

Key Figures

Reported shares (BNY Mellon): 235,752 shares Reported shares (affiliates): 235,751 shares Percent of class: 11.1% +2 more

5 metrics

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

Key Terms

Schedule 13G/A, beneficially owned, fiduciary capacities, CUSIP

4 terms

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.

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.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/05/2026 - 03:35 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 5)

WisdomTree Bitcoin Fund

(Name of Issuer)

WisdomTree Bitcoin Fund

(Title of Class of Securities)

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

CUSIP Number(s): 97720F101

1

Names of Reporting Persons

Bank of New York Mellon Corp

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

NEW YORK

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 235,752.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 235,752.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

235,752.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

11.1 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

CUSIP Number(s): 97720F101

1

Names of Reporting Persons

BNY Mellon IHC, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

NEW YORK

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 235,751.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 235,751.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

235,751.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

11.1 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

CUSIP Number(s): 97720F101

1

Names of Reporting Persons

MBC Investments Corp

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 235,751.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 235,751.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

235,751.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

11.1 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

CUSIP Number(s): 97720F101

1

Names of Reporting Persons

Newton Investment Management North America, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 235,751.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 235,751.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

235,751.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

11.1 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: WisdomTree Bitcoin Fund
(b)	Address of issuer's principal executive offices: 250 WEST 34TH STREET, NEW YORK, NEW YORK, 10119.
Item 2.
(a)	Name of person filing: The Bank of New York Mellon Corporation
(b)	Address or principal business office or, if none, residence: 240 Greenwich Street New York, New York 10286
(c)	Citizenship: See cover page
(d)	Title of class of securities: WisdomTree Bitcoin Fund
(e)	CUSIP No.: 97720F101
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: See Item 5 through 9 and 11 of cover page(s) as to each reporting person. The filing of this Schedule 13G shall not be construed as an admission that The Bank of New York Mellon Corporation, or its direct or indirect subsidiaries, including The Bank of New York Mellon and BNY Mellon, National Association, are for the purposes of Section 13(d) or 13(g) of the Act, the beneficial owners of any securities covered by this Schedule 13G.
(b)	Percent of class: See Item 5 through 9 and 11 of cover page(s) as to each reporting person.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: See Item 5 through 9 and 11 of cover page(s) as to each reporting person.
	(ii) Shared power to vote or to direct the vote: See Item 5 through 9 and 11 of cover page(s) as to each reporting person.
	(iii) Sole power to dispose or to direct the disposition of: See Item 5 through 9 and 11 of cover page(s) as to each reporting person.
	(iv) Shared power to dispose or to direct the disposition of: See Item 5 through 9 and 11 of cover page(s) as to each reporting person.
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. All of the securities are beneficially owned by The Bank of New York Mellon Corporation and its direct or indirect subsidiaries in their various fiduciary capacities. As a result, another entity in every instance is entitled to dividends or proceeds of sale. The interests of 1 such person, WisdomTree Enhanced Commodity Strategy Fund in the Wisdomtree Bitcoin Fund is more than five percent of the total outstanding of Wisdomtree Bitcoin Fund.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. See Exhibit I.
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

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