IWC
BITW

Integrated Wealth Concepts’s Bitwise 10 Crypto Index ETF BITW Stock Holding History

Integrated Wealth Concepts’s Portfolio BITW Stock Details BITW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$711K Buy
18,926
+4,492
+31% +$208K ﹤0.01% 1438
2026
Q1 		$644K Buy
14,434
+9,081
+170% +$460K 0.01% 1396
2025
Q4 		$315K Buy
+5,353
New +$319K ﹤0.01% 1294

Other funds holding BITW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $967M AUM 94.27% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Integrated Wealth Concepts's BITW Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Bitwise 10 Crypto Index ETF (BITW) stake by 31% in Q2 2026, buying an estimated $208K and bringing the position to 18,926 shares worth $711K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Integrated Wealth Concepts first reported a position in BITW in Q4 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold BITW as of Q2 2026.

  • Integrated Wealth Concepts held 18,926 shares of Bitwise 10 Crypto Index ETF worth $711K as of Q2 2026.
  • Integrated Wealth Concepts bought 4,492 Bitwise 10 Crypto Index ETF shares in Q2 2026, an estimated $208K.
  • Bitwise 10 Crypto Index ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1438 holding.
  • Integrated Wealth Concepts first reported a position in Bitwise 10 Crypto Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held Bitwise 10 Crypto Index ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.