Cape Investment Advisory’s Bitwise Bitcoin ETF BITB Stock Holding History

Cape Investment Advisory’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	$11.2K	Buy	+350	New	+$13.6K	﹤0.01%	842
2026 Q1	–	Sell	-505	Closed	-$24K	–	322
2025 Q4	$24K	Buy	+505	New	+$27.5K	0.01%	574
2025 Q3	–	Sell	-350	Closed	-$20.5K	–	892
2025 Q2	$20.5K	Buy	350 +53	+18%	+$2.84K	0.01%	501
2025 Q1	$13.3K	Buy	297 +47	+19%	+$2.38K	0.01%	551
2024 Q4	$12.7K	Buy	250 +188	+303%	+$8.5K	0.01%	541
2024 Q3	$2.15K	Buy	62 +25	+68%	+$831	﹤0.01%	816
2024 Q2	$1.21K	Buy	37 +32	+640%	+$1.14K	﹤0.01%	825
2024 Q1	$194	Buy	+5	New	+$149	﹤0.01%	906

Other funds holding BITB

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

BHWM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Cape Investment Advisory's BITB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Bitwise Bitcoin ETF (BITB) in Q2 2026: 350 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #842 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in BITB as recently as Q4 2025.

Cape Investment Advisory first reported a position in BITB in Q1 2024 and has held it in 8 quarters since. The position peaked at $24K in Q4 2025. 271 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

Cape Investment Advisory held 350 shares of Bitwise Bitcoin ETF worth $11.2K as of Q2 2026.
Bitwise Bitcoin ETF was a new Cape Investment Advisory position in Q2 2026.
Bitwise Bitcoin ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #842 holding.
Cape Investment Advisory first reported a position in Bitwise Bitcoin ETF in Q1 2024 and has held it in 8 quarters since.
Cape Investment Advisory's Bitwise Bitcoin ETF position peaked at $24K in Q4 2025.
271 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.