BWP
ETHE

Bernardo Wealth Planning’s Grayscale Ethereum Staking ETF Shares ETHE Stock Holding History

Bernardo Wealth Planning’s Portfolio ETHE Stock Details ETHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,100
Closed -$209K – 133
2025
Q3 		$209K Buy
+6,100
New +$197K 0.04% 118

Other funds holding ETHE

TCI
Turner Capital Investments Austin, Texas $421K AUM
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ROC
Robertson Opportunity Capital Dallas, Texas $258M AUM 21.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Bernardo Wealth Planning's ETHE Position: Q4 2025 in Review

Bernardo Wealth Planning sold out of Grayscale Ethereum Staking ETF Shares (ETHE) in Q4 2025, closing a stake of 6,100 shares — an estimated $209K sold.

Bernardo Wealth Planning first reported a position in ETHE in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 301 funds tracked by Wall St. Rank hold ETHE as of Q4 2025.

  • Bernardo Wealth Planning reported no remaining Grayscale Ethereum Staking ETF Shares position as of Q4 2025 after selling out during the quarter.
  • Bernardo Wealth Planning sold 6,100 Grayscale Ethereum Staking ETF Shares shares in Q4 2025, an estimated $209K.
  • Bernardo Wealth Planning first reported a position in Grayscale Ethereum Staking ETF Shares in Q3 2025 and held it in 1 quarter.
  • Bernardo Wealth Planning's Grayscale Ethereum Staking ETF Shares position peaked at $209K in Q3 2025.
  • 301 funds tracked by Wall St. Rank held Grayscale Ethereum Staking ETF Shares as of Q4 2025.

Based on Bernardo Wealth Planning's 13F filing for Q4 2025, filed 26 Jan 2026.