Creative Planning
BITW

Creative Planning’s Bitwise 10 Crypto Index ETF BITW Stock Holding History

Creative Planning’s Portfolio BITW Stock Details BITW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$283K Sell
6,343
-702
-10% -$35.6K ﹤0.01% 3472
2025
Q4 		$414K Buy
+7,045
New +$420K ﹤0.01% 3000

Other funds holding BITW

FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Creative Planning's BITW Position: Q1 2026 in Review

Creative Planning reduced its Bitwise 10 Crypto Index ETF (BITW) stake by 10% in Q1 2026, selling an estimated $35.6K and leaving 6,343 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #3472.

Creative Planning first reported a position in BITW in Q4 2025 and has held it in 2 quarters since. The position peaked at $414K in Q4 2025. 138 funds tracked by Wall St. Rank hold BITW as of Q1 2026.

  • Creative Planning held 6,343 shares of Bitwise 10 Crypto Index ETF worth $283K as of Q1 2026.
  • Creative Planning sold 702 Bitwise 10 Crypto Index ETF shares in Q1 2026, an estimated $35.6K.
  • Bitwise 10 Crypto Index ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3472 holding.
  • Creative Planning first reported a position in Bitwise 10 Crypto Index ETF in Q4 2025 and has held it in 2 quarters since.
  • Creative Planning's Bitwise 10 Crypto Index ETF position peaked at $414K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Bitwise 10 Crypto Index ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.