Arete Wealth Advisors’s Bitwise Ethereum ETF ETHW Stock Holding History

Arete Wealth Advisors’s Portfolio ETHW Stock Details ETHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$359K	Sell	23,910 -313	-1%	-$5.37K	0.03%	294
2025 Q4	$515K	Sell	24,223 -1,720	-7%	-$42.6K	0.03%	443
2025 Q3	$774K	Buy	25,943 +14,973	+136%	+$421K	0.05%	331
2025 Q2	$198K	Buy	+10,970	New	+$173K	0.01%	691
2025 Q1	–	Sell	-9,737	Closed	-$233K	–	815
2024 Q4	$233K	Buy	+9,737	New	+$215K	0.02%	647

Other funds holding ETHW

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Arete Wealth Advisors's ETHW Position: Q1 2026 in Review

Arete Wealth Advisors reduced its Bitwise Ethereum ETF (ETHW) stake by 1.3% in Q1 2026, selling an estimated $5.37K and leaving 23,910 shares worth $359K. The position accounts for 0.03% of the portfolio, ranked #294.

Arete Wealth Advisors first reported a position in ETHW in Q4 2024 and has held it in 5 quarters since. The position peaked at $774K in Q3 2025. 97 funds tracked by Wall St. Rank hold ETHW as of Q1 2026.

Arete Wealth Advisors held 23,910 shares of Bitwise Ethereum ETF worth $359K as of Q1 2026.
Arete Wealth Advisors sold 313 Bitwise Ethereum ETF shares in Q1 2026, an estimated $5.37K.
Bitwise Ethereum ETF made up 0.03% of Arete Wealth Advisors's portfolio in Q1 2026, its #294 holding.
Arete Wealth Advisors first reported a position in Bitwise Ethereum ETF in Q4 2024 and has held it in 5 quarters since.
Arete Wealth Advisors's Bitwise Ethereum ETF position peaked at $774K in Q3 2025.
97 funds tracked by Wall St. Rank held Bitwise Ethereum ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.