CWM
ETHW

Concentrum Wealth Management’s Bitwise Ethereum ETF ETHW Stock Holding History

Concentrum Wealth Management’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
Q2 		$177K Sell
15,689
-3,387
-18% -$49.8K 0.04% 126
2026
Q1 		$286K Sell
19,076
-1,364
-7% -$23.4K 0.08% 88
2025
Q4 		$435K Buy
+20,440
New +$507K 0.12% 58

Other funds holding ETHW

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Concentrum Wealth Management's ETHW Position: Q2 2026 in Review

Concentrum Wealth Management reduced its Bitwise Ethereum ETF (ETHW) stake by 18% in Q2 2026, selling an estimated $49.8K and leaving 15,689 shares worth $177K. The position accounts for 0.04% of the portfolio, ranked #126.

Concentrum Wealth Management first reported a position in ETHW in Q4 2025 and has held it in 3 quarters since. The position peaked at $435K in Q4 2025. 89 funds tracked by Wall St. Rank hold ETHW as of Q2 2026.

  • Concentrum Wealth Management held 15,689 shares of Bitwise Ethereum ETF worth $177K as of Q2 2026.
  • Concentrum Wealth Management sold 3,387 Bitwise Ethereum ETF shares in Q2 2026, an estimated $49.8K.
  • Bitwise Ethereum ETF made up 0.04% of Concentrum Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Concentrum Wealth Management first reported a position in Bitwise Ethereum ETF in Q4 2025 and has held it in 3 quarters since.
  • Concentrum Wealth Management's Bitwise Ethereum ETF position peaked at $435K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Bitwise Ethereum ETF as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.