LWM
ETHW

Lodestone Wealth Management’s Bitwise Ethereum ETF ETHW Stock Holding History

Lodestone 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 		$16.2K Sell
1,438
-300
-17% -$4.42K 0.01% 447
2026
Q1 		$26.1K Hold
1,738
– – 0.01% 376
2025
Q4 		$37K Buy
+1,738
New +$43.1K 0.02% 322

Other funds holding ETHW

CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return

Lodestone Wealth Management's ETHW Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Bitwise Ethereum ETF (ETHW) stake by 17% in Q2 2026, selling an estimated $4.42K and leaving 1,438 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #447.

Lodestone Wealth Management first reported a position in ETHW in Q4 2025 and has held it in 3 quarters since. The position peaked at $37K in Q4 2025. 34 funds tracked by Wall St. Rank hold ETHW as of Q2 2026.

  • Lodestone Wealth Management held 1,438 shares of Bitwise Ethereum ETF worth $16.2K as of Q2 2026.
  • Lodestone Wealth Management sold 300 Bitwise Ethereum ETF shares in Q2 2026, an estimated $4.42K.
  • Bitwise Ethereum ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #447 holding.
  • Lodestone Wealth Management first reported a position in Bitwise Ethereum ETF in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Bitwise Ethereum ETF position peaked at $37K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Bitwise Ethereum ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.