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

Perigon 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 Q3	$653K	Sell	11,899 -3,619	-23%	-$167K	0.01%	768
2026 Q2	$583K	Buy	15,518 +1,559	+11%	+$72.2K	0.01%	813
2026 Q1	$623K	Sell	13,959 -2,965	-18%	-$150K	0.01%	693
2025 Q4	$994K	Buy	+16,924	New	+$1.01M	0.02%	552

Other funds holding BITW

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Werba Rubin Papier Wealth Management San Jose, California $847M AUM 17.59% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Founders Capital Management (Texas) Houston, Texas $220M AUM 46.36% 1-Year Est. Return

Strategic Family Wealth Counselors Fairfield, New Jersey $429M AUM 8.84% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $1.03B AUM 18.64% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

Souders Financial Advisors Cincinnati, Ohio $1.03B AUM 12.05% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Perigon Wealth Management's BITW Position: Q3 2026 in Review

Perigon Wealth Management reduced its Bitwise 10 Crypto Index ETF (BITW) stake by 23% in Q3 2026, selling an estimated $167K and leaving 11,899 shares worth $653K. The position accounts for 0.01% of the portfolio, ranked #768.

Perigon Wealth Management first reported a position in BITW in Q4 2025 and has held it in 4 quarters since. The position peaked at $994K in Q4 2025. 83 funds tracked by Wall St. Rank hold BITW as of Q3 2026.

Perigon Wealth Management held 11,899 shares of Bitwise 10 Crypto Index ETF worth $653K as of Q3 2026.
Perigon Wealth Management sold 3,619 Bitwise 10 Crypto Index ETF shares in Q3 2026, an estimated $167K.
Bitwise 10 Crypto Index ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #768 holding.
Perigon Wealth Management first reported a position in Bitwise 10 Crypto Index ETF in Q4 2025 and has held it in 4 quarters since.
Perigon Wealth Management's Bitwise 10 Crypto Index ETF position peaked at $994K in Q4 2025.
83 funds tracked by Wall St. Rank held Bitwise 10 Crypto Index ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.