SCHEDULE: BNY Mellon Discloses 5.8% Stake in WisdomTree Bitcoin Fund

Bank of New York Mellon Corporation and its subsidiaries report a 5.8% beneficial ownership stake in the WisdomTree Bitcoin Fund as of December 31, 2025.

Summary

• Bank of New York Mellon Corporation, along with its direct and indirect subsidiaries including BNY Mellon IHC, LLC, MBC Investments Corp, and Newton Investment Management North America, LLC, collectively reported beneficial ownership of 87,315 shares in the WisdomTree Bitcoin Fund.
• This aggregate beneficial ownership represents 5.8% of the class of securities.
• The shares are held in various fiduciary capacities, with another entity, WisdomTree Enhanced Commodity Strategy Fund, having an interest exceeding five percent of the total outstanding shares of WisdomTree Bitcoin Fund.
• The filing certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral, routine disclosure of beneficial ownership by a large institutional investor, providing transparency without indicating significant positive or negative developments for the issuer.

Future Outlook

NA

Management Comments

• The Bank of New York Mellon Corporation certifies that the securities 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.

Industry Context

StockSavvy.ai notes that this filing highlights the continued, albeit often indirect or fiduciary, involvement of major traditional financial institutions like BNY Mellon in the digital asset space, specifically through Bitcoin ETFs. This reflects a broader industry trend of increasing institutional comfort and participation in cryptocurrency-related investment products, even as regulatory frameworks evolve.

Stakeholder Impact

• Shareholders of WisdomTree Bitcoin Fund gain transparency regarding a significant institutional holder, which may contribute to market confidence.
• The disclosure confirms BNY Mellon's role in facilitating institutional access to digital asset investments, potentially impacting its clients and the broader financial services sector.

Key Dates

Keywords

Bitcoin Fund, WisdomTree, BNY Mellon, Beneficial Ownership, Schedule 13G, Digital Assets, ETF, Institutional Investment