Brandywine Oak Private Wealth’s Bitwise Bitcoin ETF BITB Stock Holding History

Brandywine Oak Private Wealth’s Portfolio BITB Stock Details BITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.06M	Buy	33,154 +1,120	+3%	+$43.6K	0.08%	111
2026 Q1	$1.18M	Buy	32,034 +8,085	+34%	+$335K	0.1%	100
2025 Q4	$1.14M	Sell	23,949 -155	-0.6%	-$8.43K	0.1%	101
2025 Q3	$1.5M	Buy	24,104 +1,031	+4%	+$64.2K	0.13%	79
2025 Q2	$1.35M	Buy	23,073 +8,518	+59%	+$457K	0.13%	86
2025 Q1	$653K	Buy	14,555 +2,883	+25%	+$146K	0.06%	130
2024 Q4	$594K	Buy	11,672 +3,339	+40%	+$151K	0.06%	137
2024 Q3	$288K	Buy	+8,333	New	+$277K	0.03%	200

Other funds holding BITB

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

CCFM

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

RWM

Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Brandywine Oak Private Wealth's BITB Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its Bitwise Bitcoin ETF (BITB) stake by 3.5% in Q2 2026, buying an estimated $43.6K and bringing the position to 33,154 shares worth $1.06M. The position accounts for 0.08% of the portfolio, ranked #111.

Brandywine Oak Private Wealth first reported a position in BITB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.5M in Q3 2025. 120 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

Brandywine Oak Private Wealth held 33,154 shares of Bitwise Bitcoin ETF worth $1.06M as of Q2 2026.
Brandywine Oak Private Wealth bought 1,120 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $43.6K.
Bitwise Bitcoin ETF made up 0.08% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #111 holding.
Brandywine Oak Private Wealth first reported a position in Bitwise Bitcoin ETF in Q3 2024 and has held it in 8 quarters since.
Brandywine Oak Private Wealth's Bitwise Bitcoin ETF position peaked at $1.5M in Q3 2025.
120 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.