SCHEDULE: WisdomTree Bitcoin Fund: BNY Mellon Entities Report Holdings
Beneficial Ownership Filing
The Bank of New York Mellon Corporation and its subsidiaries report beneficial ownership of 296,313 shares in the WisdomTree Bitcoin Fund, representing 13.6% of the class.
Summary
- This filing is an amendment to Schedule 13G, reporting changes in beneficial ownership of WisdomTree Bitcoin Fund securities.
- The Bank of New York Mellon Corporation, along with its subsidiaries BNY Mellon IHC, LLC, MBC Investments Corp, and Newton Investment Management North America, LLC, are the reporting persons.
- Collectively, these entities beneficially own 296,313 shares of the WisdomTree Bitcoin Fund.
- This ownership represents 13.6% of the total outstanding class of securities.
- The filing clarifies that these securities are held in various fiduciary capacities.
- WisdomTree Enhanced Commodity Strategy Fund is identified as another entity holding more than five percent of the WisdomTree Bitcoin Fund.
Sentiment
Score: 6
Explanation: StockSavvy.ai views this as a neutral filing, primarily reporting on existing beneficial ownership and institutional holdings rather than new strategic initiatives or performance metrics.
Positives
- Significant institutional ownership reported by The Bank of New York Mellon Corporation and its affiliates, indicating confidence in the WisdomTree Bitcoin Fund.
- Clear disclosure of beneficial ownership, providing transparency to the market.
- The filing confirms that the securities are held in ordinary course of business and not for the purpose of influencing control.
Future Outlook
The filing does not contain forward-looking statements or guidance.
Industry Context
StockSavvy.ai notes that this Schedule 13G filing by major financial institutions like The Bank of New York Mellon Corporation signifies continued institutional interest and participation in Bitcoin-related investment products, reflecting a broader trend of traditional finance engaging with digital assets.
Stakeholder Impact
- Shareholders: Increased transparency regarding significant institutional holdings in the WisdomTree Bitcoin Fund.
- Regulators: Compliance with SEC reporting requirements for beneficial ownership.
- Market Participants: Provides data points for market analysis and understanding of fund ownership structure.
Key Dates
| Date | Description |
|---|---|
| 2015-09-16 | Effective date for Power of Attorney for BNY Mellon, National Association |
| 2015-09-18 | Effective date for Power of Attorney for The Bank of New York Mellon |
| 2016-05-17 | Effective date for Power of Attorney for The Bank of New York Mellon SA/NV |
| 2017-03-17 | Effective date for Power of Attorney for The Bank of New York Mellon Corporation |
| 2026-06-30 | Date of event which requires filing of this statement |
| 2026-07-29 | Date of certification for the filing |
Keywords
WisdomTree Bitcoin Fund, Schedule 13G, Beneficial Ownership, The Bank of New York Mellon Corporation, Institutional Investor, Bitcoin ETF, Cryptocurrency Fund, SEC Filing
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