IFWM
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Institute for Wealth Management’s Bitwise Bitcoin ETF BITB Stock Holding History

Institute for Wealth Management’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 		$214K Sell
6,725
-1,792
-21% -$69.8K 0.02% 501
2026
Q1 		$314K Buy
8,517
+758
+10% +$31.4K 0.03% 413
2025
Q4 		$369K Buy
+7,759
New +$422K 0.04% 382

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

Institute for Wealth Management's BITB Position: Q2 2026 in Review

Institute for Wealth Management reduced its Bitwise Bitcoin ETF (BITB) stake by 21% in Q2 2026, selling an estimated $69.8K and leaving 6,725 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #501.

Institute for Wealth Management first reported a position in BITB in Q4 2025 and has held it in 3 quarters since. The position peaked at $369K in Q4 2025. 273 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • Institute for Wealth Management held 6,725 shares of Bitwise Bitcoin ETF worth $214K as of Q2 2026.
  • Institute for Wealth Management sold 1,792 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $69.8K.
  • Bitwise Bitcoin ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #501 holding.
  • Institute for Wealth Management first reported a position in Bitwise Bitcoin ETF in Q4 2025 and has held it in 3 quarters since.
  • Institute for Wealth Management's Bitwise Bitcoin ETF position peaked at $369K in Q4 2025.
  • 273 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.