EWA
BITB icon

EP Wealth Advisors’s Bitwise Bitcoin ETF BITB Stock Holding History

EP Wealth Advisors’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 		$331K Buy
10,377
+3,115
+43% +$121K ﹤0.01% 1230
2026
Q1 		$267K Buy
7,262
+3
+0% +$124 ﹤0.01% 1233
2025
Q4 		$345K Buy
+7,259
New +$395K ﹤0.01% 1057
2025
Q2 		$543K Hold
9,265
– – ﹤0.01% 754
2025
Q1 		$416K Buy
+9,265
New +$470K ﹤0.01% 773

Other funds holding BITB

PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Wells Fargo
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

EP Wealth Advisors's BITB Position: Q2 2026 in Review

EP Wealth Advisors increased its Bitwise Bitcoin ETF (BITB) stake by 43% in Q2 2026, buying an estimated $121K and bringing the position to 10,377 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

EP Wealth Advisors first reported a position in BITB in Q1 2025 and has held it in 5 quarters since. The position peaked at $543K in Q2 2025. 271 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • EP Wealth Advisors held 10,377 shares of Bitwise Bitcoin ETF worth $331K as of Q2 2026.
  • EP Wealth Advisors bought 3,115 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $121K.
  • Bitwise Bitcoin ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1230 holding.
  • EP Wealth Advisors first reported a position in Bitwise Bitcoin ETF in Q1 2025 and has held it in 5 quarters since.
  • EP Wealth Advisors's Bitwise Bitcoin ETF position peaked at $543K in Q2 2025.
  • 271 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.