NW
BITB icon

NewEdge Wealth’s Bitwise Bitcoin ETF BITB Stock Holding History

NewEdge Wealth’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 		$1.8M Sell
56,641
-3,854
-6% -$150K 0.02% 491
2026
Q1 		$2.23M Buy
60,495
+52,886
+695% +$2.19M 0.03% 397
2025
Q4 		$362K Buy
7,609
+312
+4% +$17K ﹤0.01% 960
2025
Q3 		$412K Sell
7,297
-123
-2% -$7.66K 0.01% 799
2025
Q2 		$475K Buy
7,420
+1,566
+27% +$84K 0.01% 724
2025
Q1 		$263K Sell
5,854
-560
-9% -$28.4K ﹤0.01% 805
2024
Q4 		$326K Buy
+6,414
New +$290K 0.01% 735

Other funds holding BITB

PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Wells Fargo
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

NewEdge Wealth's BITB Position: Q2 2026 in Review

NewEdge Wealth reduced its Bitwise Bitcoin ETF (BITB) stake by 6.4% in Q2 2026, selling an estimated $150K and leaving 56,641 shares worth $1.8M. The position accounts for 0.02% of the portfolio, ranked #491.

NewEdge Wealth first reported a position in BITB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.23M in Q1 2026. 271 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • NewEdge Wealth held 56,641 shares of Bitwise Bitcoin ETF worth $1.8M as of Q2 2026.
  • NewEdge Wealth sold 3,854 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $150K.
  • Bitwise Bitcoin ETF made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #491 holding.
  • NewEdge Wealth first reported a position in Bitwise Bitcoin ETF in Q4 2024 and has held it in 7 quarters since.
  • NewEdge Wealth's Bitwise Bitcoin ETF position peaked at $2.23M in Q1 2026.
  • 271 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.