Perigon Wealth Management
ETHW icon

Perigon Wealth Management’s Bitwise Ethereum ETF ETHW Stock Holding History

Perigon Wealth Management’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
Q2 		$267K Hold
23,656
– – ﹤0.01% 1192
2026
Q1 		$355K Hold
23,656
– – 0.01% 952
2025
Q4 		$503K Hold
23,656
– – 0.01% 799
2025
Q3 		$705K Buy
23,656
+7,540
+47% +$212K 0.01% 617
2025
Q2 		$291K Hold
16,116
– – 0.01% 852
2025
Q1 		$211K Buy
16,116
+6,166
+62% +$116K 0.01% 951
2024
Q4 		$239K Buy
+9,950
New +$220K 0.01% 897

Other funds holding ETHW

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Perigon Wealth Management's ETHW Position: Q2 2026 in Review

Perigon Wealth Management held its Bitwise Ethereum ETF (ETHW) position steady in Q2 2026 at 23,656 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

Perigon Wealth Management first reported a position in ETHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $705K in Q3 2025. 91 funds tracked by Wall St. Rank hold ETHW as of Q2 2026.

  • Perigon Wealth Management held 23,656 shares of Bitwise Ethereum ETF worth $267K as of Q2 2026.
  • Perigon Wealth Management left its Bitwise Ethereum ETF share count unchanged in Q2 2026.
  • Bitwise Ethereum ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1192 holding.
  • Perigon Wealth Management first reported a position in Bitwise Ethereum ETF in Q4 2024 and has held it in 7 quarters since.
  • Perigon Wealth Management's Bitwise Ethereum ETF position peaked at $705K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Bitwise Ethereum ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.