IFWM
ETHW

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
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 $530B AUM 22.01% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Institute for Wealth Management's ETHW Position: Q1 2026 in Review

Institute for Wealth Management sold out of Bitwise Ethereum ETF (ETHW) in Q1 2026, closing a stake of 12,724 shares — an estimated $271K sold.

Institute for Wealth Management first reported a position in ETHW in Q4 2025 and held it in 1 quarter. The position peaked at $271K in Q4 2025. 97 funds tracked by Wall St. Rank hold ETHW as of Q1 2026.

  • Institute for Wealth Management reported no remaining Bitwise Ethereum ETF position as of Q1 2026 after selling out during the quarter.
  • Institute for Wealth Management sold 12,724 Bitwise Ethereum ETF shares in Q1 2026, an estimated $271K.
  • Institute for Wealth Management first reported a position in Bitwise Ethereum ETF in Q4 2025 and held it in 1 quarter.
  • Institute for Wealth Management's Bitwise Ethereum ETF position peaked at $271K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Bitwise Ethereum ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.