IFWM
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Institute for Wealth Management’s Bitwise Ethereum ETF ETHW Stock Holding History

Institute for Wealth Management’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 		$25.7K Buy
+2,279
New +$33.5K ﹤0.01% 1054
2026
Q1 		– Sell
-12,724
Closed -$271K – 578
2025
Q4 		$271K Buy
+12,724
New +$315K 0.03% 462

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

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

Institute for Wealth Management opened a new position in Bitwise Ethereum ETF (ETHW) in Q2 2026: 2,279 shares worth $25.7K. The stake represents ﹤0.01% of the portfolio and ranks #1054 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in ETHW as recently as Q4 2025.

Institute for Wealth Management first reported a position in ETHW in Q4 2025 and has held it in 2 quarters since. The position peaked at $271K in Q4 2025. 91 funds tracked by Wall St. Rank hold ETHW as of Q2 2026.

  • Institute for Wealth Management held 2,279 shares of Bitwise Ethereum ETF worth $25.7K as of Q2 2026.
  • Bitwise Ethereum ETF was a new Institute for Wealth Management position in Q2 2026.
  • Bitwise Ethereum ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1054 holding.
  • Institute for Wealth Management first reported a position in Bitwise Ethereum ETF in Q4 2025 and has held it in 2 quarters since.
  • Institute for Wealth Management's Bitwise Ethereum ETF position peaked at $271K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Bitwise Ethereum ETF as of Q2 2026.

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