Creative Planning
BITW icon

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
Q2 		$227K Sell
6,043
-300
-5% -$13.9K ﹤0.01% 3784
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $967M AUM 94.27% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Creative Planning's BITW Position: Q2 2026 in Review

Creative Planning reduced its Bitwise 10 Crypto Index ETF (BITW) stake by 4.7% in Q2 2026, selling an estimated $13.9K and leaving 6,043 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #3784.

Creative Planning first reported a position in BITW in Q4 2025 and has held it in 3 quarters since. The position peaked at $414K in Q4 2025. 122 funds tracked by Wall St. Rank hold BITW as of Q2 2026.

  • Creative Planning held 6,043 shares of Bitwise 10 Crypto Index ETF worth $227K as of Q2 2026.
  • Creative Planning sold 300 Bitwise 10 Crypto Index ETF shares in Q2 2026, an estimated $13.9K.
  • Bitwise 10 Crypto Index ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3784 holding.
  • Creative Planning first reported a position in Bitwise 10 Crypto Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Creative Planning's Bitwise 10 Crypto Index ETF position peaked at $414K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Bitwise 10 Crypto Index ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.