MWM
BITW

Modern Wealth Management’s Bitwise 10 Crypto Index ETF BITW Stock Holding History

Modern Wealth Management’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
Q1 		$335K Buy
7,455
+1,679
+29% +$85.1K 0.01% 676
2025
Q4 		$339K Buy
+5,776
New +$345K 0.01% 647

Other funds holding BITW

FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Modern Wealth Management's BITW Position: Q1 2026 in Review

Modern Wealth Management increased its Bitwise 10 Crypto Index ETF (BITW) stake by 29% in Q1 2026, buying an estimated $85.1K and bringing the position to 7,455 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #676.

Modern Wealth Management first reported a position in BITW in Q4 2025 and has held it in 2 quarters since. The position peaked at $339K in Q4 2025. 138 funds tracked by Wall St. Rank hold BITW as of Q1 2026.

  • Modern Wealth Management held 7,455 shares of Bitwise 10 Crypto Index ETF worth $335K as of Q1 2026.
  • Modern Wealth Management bought 1,679 Bitwise 10 Crypto Index ETF shares in Q1 2026, an estimated $85.1K.
  • Bitwise 10 Crypto Index ETF made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #676 holding.
  • Modern Wealth Management first reported a position in Bitwise 10 Crypto Index ETF in Q4 2025 and has held it in 2 quarters since.
  • Modern Wealth Management's Bitwise 10 Crypto Index ETF position peaked at $339K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Bitwise 10 Crypto Index ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.