Lake Street Private Wealth’s Bitwise Bitcoin ETF BITB Stock Holding History

Lake Street Private Wealth’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	$897K	Sell	28,153 -11,762	-29%	-$458K	0.1%	131
2026 Q1	$1.47M	Buy	39,915 +8,989	+29%	+$373K	0.19%	94
2025 Q4	$1.47M	Buy	30,926 +778	+3%	+$42.3K	0.18%	99
2025 Q3	$1.88M	Sell	30,148 -32	-0.1%	-$1.99K	0.24%	83
2025 Q2	$1.77M	Buy	30,180 +2,002	+7%	+$107K	0.25%	79
2025 Q1	$1.26M	Buy	28,178 +3,361	+14%	+$170K	0.21%	92
2024 Q4	$1.26M	Buy	24,817 +2,396	+11%	+$108K	0.2%	91
2024 Q3	$776K	Sell	22,421 -25	-0.1%	-$831	0.12%	125
2024 Q2	$734K	Buy	+22,446	New	+$802K	0.1%	178

Other funds holding BITB

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Lake Street Private Wealth's BITB Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Bitwise Bitcoin ETF (BITB) stake by 29% in Q2 2026, selling an estimated $458K and leaving 28,153 shares worth $897K. The position accounts for 0.1% of the portfolio, ranked #131.

Lake Street Private Wealth first reported a position in BITB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.88M in Q3 2025. 273 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

Lake Street Private Wealth held 28,153 shares of Bitwise Bitcoin ETF worth $897K as of Q2 2026.
Lake Street Private Wealth sold 11,762 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $458K.
Bitwise Bitcoin ETF made up 0.1% of Lake Street Private Wealth's portfolio in Q2 2026, its #131 holding.
Lake Street Private Wealth first reported a position in Bitwise Bitcoin ETF in Q2 2024 and has held it in 9 quarters since.
Lake Street Private Wealth's Bitwise Bitcoin ETF position peaked at $1.88M in Q3 2025.
273 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.