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

EverSource 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	$14.1K	Sell	443 -795	-64%	-$31K	﹤0.01%	2685
2026 Q1	$45.6K	Buy	1,238 +350	+39%	+$14.5K	﹤0.01%	1962
2025 Q4	$42.2K	Buy	888 +643	+262%	+$35K	﹤0.01%	1863
2025 Q3	$15.2K	Buy	245 +55	+29%	+$3.43K	﹤0.01%	2552
2025 Q2	$11.1K	Hold	190	–	–	﹤0.01%	2741
2025 Q1	$8.53K	Buy	+190	New	+$9.63K	﹤0.01%	2197

Other funds holding BITB

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Bitwise Bitcoin ETF (BITB) stake by 64% in Q2 2026, selling an estimated $31K and leaving 443 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2685.

EverSource Wealth Advisors first reported a position in BITB in Q1 2025 and has held it in 6 quarters since. The position peaked at $45.6K in Q1 2026. 271 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

EverSource Wealth Advisors held 443 shares of Bitwise Bitcoin ETF worth $14.1K as of Q2 2026.
EverSource Wealth Advisors sold 795 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $31K.
Bitwise Bitcoin ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2685 holding.
EverSource Wealth Advisors first reported a position in Bitwise Bitcoin ETF in Q1 2025 and has held it in 6 quarters since.
EverSource Wealth Advisors's Bitwise Bitcoin ETF position peaked at $45.6K in Q1 2026.
271 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.