EPG
BITW

Estate Planners Group’s Bitwise 10 Crypto Index ETF BITW Stock Holding History

Estate Planners Group’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 		– Sell
-12
Closed -$705 – 469
2025
Q4 		$705 Buy
+12
New +$716 ﹤0.01% 426

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 $824M AUM 24.76% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Estate Planners Group's BITW Position: Q1 2026 in Review

Estate Planners Group sold out of Bitwise 10 Crypto Index ETF (BITW) in Q1 2026, closing a stake of 12 shares — an estimated $705 sold.

Estate Planners Group first reported a position in BITW in Q4 2025 and held it in 1 quarter. The position peaked at $705 in Q4 2025. 138 funds tracked by Wall St. Rank hold BITW as of Q1 2026.

  • Estate Planners Group reported no remaining Bitwise 10 Crypto Index ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 12 Bitwise 10 Crypto Index ETF shares in Q1 2026, an estimated $705.
  • Estate Planners Group first reported a position in Bitwise 10 Crypto Index ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Bitwise 10 Crypto Index ETF position peaked at $705 in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Bitwise 10 Crypto Index ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.