Balance Wealth’s Bitwise 10 Crypto Index ETF BITW Stock Holding History

Balance Wealth’s Portfolio BITW Stock Details BITW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$326K	Buy	+8,677	New	+$402K	0.09%	123

Other funds holding BITW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Intrinsic Edge Capital Management Chicago, Illinois $967M AUM 94.27% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Balance Wealth's BITW Position: Q2 2026 in Review

Balance Wealth opened a new position in Bitwise 10 Crypto Index ETF (BITW) in Q2 2026: 8,677 shares worth $326K. The stake represents 0.09% of the portfolio and ranks #123 among its holdings.

122 funds tracked by Wall St. Rank hold BITW as of Q2 2026.

Balance Wealth held 8,677 shares of Bitwise 10 Crypto Index ETF worth $326K as of Q2 2026.
Bitwise 10 Crypto Index ETF was a new Balance Wealth position in Q2 2026.
Bitwise 10 Crypto Index ETF made up 0.09% of Balance Wealth's portfolio in Q2 2026, its #123 holding.
122 funds tracked by Wall St. Rank held Bitwise 10 Crypto Index ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.