Modern Wealth Management’s Bitwise Bitcoin ETF BITB Stock Holding History

Modern Wealth Management’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	$238K	Sell	7,461 -877	-11%	-$34.2K	﹤0.01%	967
2026 Q1	$309K	Buy	8,338 +151	+2%	+$6.26K	0.01%	705
2025 Q4	$389K	Buy	8,187 +224	+3%	+$12.2K	0.01%	603
2025 Q3	$495K	Hold	7,963	–	–	0.01%	507
2025 Q2	$467K	Sell	7,963 -20	-0.3%	-$1.07K	0.01%	494
2025 Q1	$358K	Buy	7,983 +1,095	+16%	+$55.5K	0.01%	487
2024 Q4	$350K	Buy	6,888 +554	+9%	+$25K	0.01%	423
2024 Q3	$219K	Sell	6,334 -65	-1%	-$2.16K	0.01%	401
2024 Q2	$209K	Buy	+6,399	New	+$229K	0.02%	379

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

Modern Wealth Management's BITB Position: Q2 2026 in Review

Modern Wealth Management reduced its Bitwise Bitcoin ETF (BITB) stake by 11% in Q2 2026, selling an estimated $34.2K and leaving 7,461 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Modern Wealth Management first reported a position in BITB in Q2 2024 and has held it in 9 quarters since. The position peaked at $495K in Q3 2025. 271 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

Modern Wealth Management held 7,461 shares of Bitwise Bitcoin ETF worth $238K as of Q2 2026.
Modern Wealth Management sold 877 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $34.2K.
Bitwise Bitcoin ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #967 holding.
Modern Wealth Management first reported a position in Bitwise Bitcoin ETF in Q2 2024 and has held it in 9 quarters since.
Modern Wealth Management's Bitwise Bitcoin ETF position peaked at $495K in Q3 2025.
271 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.