SCHEDULE: Bank of New York Mellon Discloses 8.2% Stake in WisdomTree Bitcoin Fund

Bank of New York Mellon Corporation and its subsidiaries have reported a beneficial ownership of 8.2% in the WisdomTree Bitcoin Fund as of June 30, 2025.

Summary

• Bank of New York Mellon Corporation, along with its direct and indirect subsidiaries, has filed a Schedule 13G indicating beneficial ownership in the WisdomTree Bitcoin Fund.
• The reporting persons include Bank of New York Mellon Corp, BNY Mellon IHC, LLC, MBC Investments Corp, and Newton Investment Management North America, LLC.
• As of June 30, 2025, Bank of New York Mellon Corp beneficially owned 120,138.00 shares, representing 8.2% of the class.
• BNY Mellon IHC, LLC, MBC Investments Corp, and Newton Investment Management North America, LLC each beneficially owned 120,137.00 shares, also representing 8.2% of the class.
• The shares are held in various fiduciary capacities by The Bank of New York Mellon Corporation and its subsidiaries.
• Another entity, WisdomTree Enhanced Commodity Strategy Fund, is noted to have an interest exceeding five percent of the total outstanding shares of WisdomTree Bitcoin Fund.

Sentiment

Score: 5

Explanation: This is a factual disclosure of beneficial ownership, providing no inherent positive or negative sentiment regarding the issuer's performance or outlook.

Future Outlook

NA

Industry Context

This filing indicates significant institutional interest and investment by a major financial institution, Bank of New York Mellon, in a Bitcoin Exchange Traded Fund (ETF). This aligns with a broader trend of increasing mainstream financial sector participation and adoption of digital asset investment products, particularly following the approval of spot Bitcoin ETFs in the U.S. It underscores the growing integration of cryptocurrencies into traditional investment portfolios.

Comparison to Industry Standards

• The reported 8.2% beneficial ownership by Bank of New York Mellon Corporation in WisdomTree Bitcoin Fund is a substantial institutional stake, comparable to large institutional holdings seen in other newly launched or growing ETF products.
• While specific comparable companies or projects are not detailed, such a significant holding by a major bank like BNY Mellon is indicative of institutional confidence in the underlying asset class (Bitcoin) and the specific investment vehicle (WisdomTree Bitcoin Fund).

Related Party Transactions

• All securities are beneficially owned by The Bank of New York Mellon Corporation and its direct or indirect subsidiaries in their various fiduciary capacities.
• WisdomTree Enhanced Commodity Strategy Fund holds an interest of more than five percent of the total outstanding shares of WisdomTree Bitcoin Fund.

Stakeholder Impact

• Shareholders of WisdomTree Bitcoin Fund will note the significant institutional ownership by Bank of New York Mellon, which may be perceived as a vote of confidence in the fund.
• The disclosure provides transparency regarding the ownership structure of the fund, benefiting investors and regulatory bodies.

Key Dates

Keywords

WisdomTree Bitcoin Fund, Bank of New York Mellon, BNY Mellon, Bitcoin ETF, Beneficial Ownership, Schedule 13G, Institutional Investment, Cryptocurrency, Digital Assets