EPG
ETHE

Estate Planners Group’s Grayscale Ethereum Staking ETF Shares ETHE Stock Holding History

Estate Planners Group’s Portfolio ETHE Stock Details ETHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,321
Closed -$176K – 84
2026
Q1 		$176K Buy
10,321
+83
+0.8% +$1.62K 0.08% 73
2025
Q4 		$251K Buy
+10,238
New +$291K 0.11% 61

Other funds holding ETHE

SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
ROC
Robertson Opportunity Capital Dallas, Texas $258M AUM 21.5% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Estate Planners Group's ETHE Position: Q2 2026 in Review

Estate Planners Group sold out of Grayscale Ethereum Staking ETF Shares (ETHE) in Q2 2026, closing a stake of 10,321 shares — an estimated $176K sold.

Estate Planners Group first reported a position in ETHE in Q4 2025 and held it in 2 quarters. The position peaked at $251K in Q4 2025. 254 funds tracked by Wall St. Rank hold ETHE as of Q2 2026.

  • Estate Planners Group reported no remaining Grayscale Ethereum Staking ETF Shares position as of Q2 2026 after selling out during the quarter.
  • Estate Planners Group sold 10,321 Grayscale Ethereum Staking ETF Shares shares in Q2 2026, an estimated $176K.
  • Estate Planners Group first reported a position in Grayscale Ethereum Staking ETF Shares in Q4 2025 and held it in 2 quarters.
  • Estate Planners Group's Grayscale Ethereum Staking ETF Shares position peaked at $251K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Grayscale Ethereum Staking ETF Shares as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.