MCM
BITB icon

Morton Capital Management’s Bitwise Bitcoin ETF BITB Stock Holding History

Morton Capital 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 		$474K Buy
14,879
+177
+1% +$6.9K 0.06% 89
2026
Q1 		$541K Sell
14,702
-245
-2% -$10.2K 0.08% 71
2025
Q4 		$711K Buy
14,947
+5,349
+56% +$291K 0.11% 57
2025
Q3 		$597K Buy
9,598
+269
+3% +$16.8K 0.1% 63
2025
Q2 		$547K Sell
9,329
-109
-1% -$5.85K 0.1% 68
2025
Q1 		$424K Sell
9,438
-1,837
-16% -$93.1K 0.08% 75
2024
Q4 		$573K Buy
11,275
+2,709
+32% +$122K 0.11% 64
2024
Q3 		$296K Buy
8,566
+892
+12% +$29.6K 0.06% 85
2024
Q2 		$251K Buy
7,674
+1,246
+19% +$44.5K 0.06% 85
2024
Q1 		$249K Buy
+6,428
New +$192K 0.07% 89

Other funds holding BITB

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Morton Capital Management's BITB Position: Q2 2026 in Review

Morton Capital Management increased its Bitwise Bitcoin ETF (BITB) stake by 1.2% in Q2 2026, buying an estimated $6.9K and bringing the position to 14,879 shares worth $474K. The position accounts for 0.06% of the portfolio, ranked #89.

Morton Capital Management first reported a position in BITB in Q1 2024 and has held it in 10 quarters since. The position peaked at $711K in Q4 2025. 69 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • Morton Capital Management held 14,879 shares of Bitwise Bitcoin ETF worth $474K as of Q2 2026.
  • Morton Capital Management bought 177 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $6.9K.
  • Bitwise Bitcoin ETF made up 0.06% of Morton Capital Management's portfolio in Q2 2026, its #89 holding.
  • Morton Capital Management first reported a position in Bitwise Bitcoin ETF in Q1 2024 and has held it in 10 quarters since.
  • Morton Capital Management's Bitwise Bitcoin ETF position peaked at $711K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.