Monitor for any future conversion of this 13G to a 13D, which would signal a shift from passive to active intent. The 16.6% stake is significant but consistent with BNY Mellon's role as a custodian and fiduciary — no immediate catalyst.
Price Chart
Executive Summary
Bank of New York Mellon Corp filed an amended Schedule 13G disclosing a 16.6% passive stake in WisdomTree Bitcoin Fund as of September 30, 2026, representing 322,113 shares. The filing is a routine periodic update by a large custodian bank acting in fiduciary capacities, with no change in investment intent or control.
Key Financial Metrics
Key Facts
- BNY Mellon reported beneficial ownership of 322,113 shares in WisdomTree Bitcoin Fund as of September 30, 2026.
- The stake represents 16.6% of the total outstanding shares of the fund.
- The filing is an amendment to a prior Schedule 13G, filed under Rule 13d-1(b) as a passive institutional investor.
- Shares are held by BNY Mellon and its subsidiaries in various fiduciary capacities, including Newton Investment Management North America, LLC.
- The filing explicitly states the securities were not acquired to change or influence control of the issuer.
Financial Impact
16.6% passive stake in WisdomTree Bitcoin Fund, valued based on 322,113 shares at the fund's September 30, 2026 NAV (not disclosed in filing).
Risk Factors
- No material risk identified — this is a routine passive ownership disclosure by a large custodian bank.
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001390777-26-000116 |
| Document: JFA.txt | 0001390777-26-000116 |
| Document: 13G_Exhibit_I.txt | 0001390777-26-000116 |
| Document: 0001390777-26-000116-index-headers.html | 0001390777-26-000116 |
| Document: 0001390777-26-000116-index.html | 0001390777-26-000116 |
| Document: 0001390777-26-000116.txt | 0001390777-26-000116 |
US Market Status
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