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 Q3	$226K	Buy	+11,838	New	+$183K	0.01%	360
2026 Q2	–	Sell	-23,910	Closed	-$359K	–	370
2026 Q1	$359K	Sell	23,910 -113	-0.5%	-$1.94K	0.03%	294
2025 Q4	$511K	Sell	24,023 -1,550	-6%	-$38.4K	0.04%	306
2025 Q3	$763K	Buy	25,573 +14,603	+133%	+$411K	0.06%	252
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

Beam Wealth Advisors Covington, Louisiana $463M AUM 13.59% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $1.03B AUM 18.64% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Arete Wealth Advisors's ETHW Position: Q3 2026 in Review

Arete Wealth Advisors opened a new position in Bitwise Ethereum ETF (ETHW) in Q3 2026: 11,838 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #360 among its holdings. This is a return to the name: Arete Wealth Advisors previously reported a position in ETHW as recently as Q1 2026.

Arete Wealth Advisors first reported a position in ETHW in Q4 2024 and has held it in 6 quarters since. The position peaked at $763K in Q3 2025. 59 funds tracked by Wall St. Rank hold ETHW as of Q3 2026.

Arete Wealth Advisors held 11,838 shares of Bitwise Ethereum ETF worth $226K as of Q3 2026.
Bitwise Ethereum ETF was a new Arete Wealth Advisors position in Q3 2026.
Bitwise Ethereum ETF made up 0.01% of Arete Wealth Advisors's portfolio in Q3 2026, its #360 holding.
Arete Wealth Advisors first reported a position in Bitwise Ethereum ETF in Q4 2024 and has held it in 6 quarters since.
Arete Wealth Advisors's Bitwise Ethereum ETF position peaked at $763K in Q3 2025.
59 funds tracked by Wall St. Rank held Bitwise Ethereum ETF as of Q3 2026.

Based on Arete Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.