Moneta Group Investment Advisors’s Bitwise Ethereum ETF ETHW Stock Holding History

Moneta Group Investment Advisors’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 Q1	$324K	Hold	21,612	–	–	﹤0.01%	606
2025 Q4	$460K	Buy	21,612 +9,447	+78%	+$234K	﹤0.01%	521
2025 Q3	$363K	Buy	12,165 +142	+1%	+$3.99K	﹤0.01%	570
2025 Q2	$217K	Buy	12,023 +1,981	+20%	+$31.2K	﹤0.01%	648
2025 Q1	$132K	Hold	10,042	–	–	﹤0.01%	645
2024 Q4	$241K	Buy	+10,042	New	+$222K	﹤0.01%	588

Other funds holding ETHW

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Moneta Group Investment Advisors's ETHW Position: Q1 2026 in Review

Moneta Group Investment Advisors held its Bitwise Ethereum ETF (ETHW) position steady in Q1 2026 at 21,612 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Moneta Group Investment Advisors first reported a position in ETHW in Q4 2024 and has held it in 6 quarters since. The position peaked at $460K in Q4 2025. 97 funds tracked by Wall St. Rank hold ETHW as of Q1 2026.

Moneta Group Investment Advisors held 21,612 shares of Bitwise Ethereum ETF worth $324K as of Q1 2026.
Moneta Group Investment Advisors left its Bitwise Ethereum ETF share count unchanged in Q1 2026.
Bitwise Ethereum ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #606 holding.
Moneta Group Investment Advisors first reported a position in Bitwise Ethereum ETF in Q4 2024 and has held it in 6 quarters since.
Moneta Group Investment Advisors's Bitwise Ethereum ETF position peaked at $460K in Q4 2025.
97 funds tracked by Wall St. Rank held Bitwise Ethereum ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.