LWM
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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
Q3 		$14.6K Sell
768
-670
-47% -$10.4K ﹤0.01% 486
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

WWM
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
IAG
Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return

Lodestone Wealth Management's ETHW Position: Q3 2026 in Review

Lodestone Wealth Management reduced its Bitwise Ethereum ETF (ETHW) stake by 47% in Q3 2026, selling an estimated $10.4K and leaving 768 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Lodestone Wealth Management first reported a position in ETHW in Q4 2025 and has held it in 4 quarters since. The position peaked at $37K in Q4 2025. 9 funds tracked by Wall St. Rank hold ETHW as of Q3 2026.

  • Lodestone Wealth Management held 768 shares of Bitwise Ethereum ETF worth $14.6K as of Q3 2026.
  • Lodestone Wealth Management sold 670 Bitwise Ethereum ETF shares in Q3 2026, an estimated $10.4K.
  • Bitwise Ethereum ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #486 holding.
  • Lodestone Wealth Management first reported a position in Bitwise Ethereum ETF in Q4 2025 and has held it in 4 quarters since.
  • Lodestone Wealth Management's Bitwise Ethereum ETF position peaked at $37K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Bitwise Ethereum ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.