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
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 $530B AUM 22.01% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Concentrum Wealth Management's ETHW Position: Q1 2026 in Review

Concentrum Wealth Management reduced its Bitwise Ethereum ETF (ETHW) stake by 6.7% in Q1 2026, selling an estimated $23.4K and leaving 19,076 shares worth $286K. The position accounts for 0.08% of the portfolio, ranked #88.

Concentrum Wealth Management first reported a position in ETHW in Q4 2025 and has held it in 2 quarters since. The position peaked at $435K in Q4 2025. 97 funds tracked by Wall St. Rank hold ETHW as of Q1 2026.

  • Concentrum Wealth Management held 19,076 shares of Bitwise Ethereum ETF worth $286K as of Q1 2026.
  • Concentrum Wealth Management sold 1,364 Bitwise Ethereum ETF shares in Q1 2026, an estimated $23.4K.
  • Bitwise Ethereum ETF made up 0.08% of Concentrum Wealth Management's portfolio in Q1 2026, its #88 holding.
  • Concentrum Wealth Management first reported a position in Bitwise Ethereum ETF in Q4 2025 and has held it in 2 quarters since.
  • Concentrum Wealth Management's Bitwise Ethereum ETF position peaked at $435K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Bitwise Ethereum ETF as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.