EverSource Wealth Advisors
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EverSource Wealth Advisors’s Bitwise Ethereum ETF ETHW Stock Holding History

EverSource Wealth Advisors’s Portfolio ETHW Stock Details ETHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.58K Sell
229
-1,935
-89% -$28.5K ﹤0.01% 3616
2026
Q1 		$32.5K Buy
2,164
+970
+81% +$16.6K ﹤0.01% 2203
2025
Q4 		$25.4K Buy
1,194
+1,008
+542% +$25K ﹤0.01% 2226
2025
Q3 		$5.55K Buy
+186
New +$5.23K ﹤0.01% 3114

Other funds holding ETHW

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Bitwise Ethereum ETF (ETHW) stake by 89% in Q2 2026, selling an estimated $28.5K and leaving 229 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #3616.

EverSource Wealth Advisors first reported a position in ETHW in Q3 2025 and has held it in 4 quarters since. The position peaked at $32.5K in Q1 2026. 91 funds tracked by Wall St. Rank hold ETHW as of Q2 2026.

  • EverSource Wealth Advisors held 229 shares of Bitwise Ethereum ETF worth $2.58K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,935 Bitwise Ethereum ETF shares in Q2 2026, an estimated $28.5K.
  • Bitwise Ethereum ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3616 holding.
  • EverSource Wealth Advisors first reported a position in Bitwise Ethereum ETF in Q3 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Bitwise Ethereum ETF position peaked at $32.5K in Q1 2026.
  • 91 funds tracked by Wall St. Rank held Bitwise Ethereum ETF as of Q2 2026.

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