PWM
ETHW

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
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 $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
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
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
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
IC
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

Perigon Wealth Management's ETHW Position: Q1 2026 in Review

Perigon Wealth Management held its Bitwise Ethereum ETF (ETHW) position steady in Q1 2026 at 23,656 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #952.

Perigon Wealth Management first reported a position in ETHW in Q4 2024 and has held it in 6 quarters since. The position peaked at $705K in Q3 2025. 97 funds tracked by Wall St. Rank hold ETHW as of Q1 2026.

  • Perigon Wealth Management held 23,656 shares of Bitwise Ethereum ETF worth $355K as of Q1 2026.
  • Perigon Wealth Management left its Bitwise Ethereum ETF share count unchanged in Q1 2026.
  • Bitwise Ethereum ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #952 holding.
  • Perigon Wealth Management first reported a position in Bitwise Ethereum ETF in Q4 2024 and has held it in 6 quarters since.
  • Perigon Wealth Management's Bitwise Ethereum ETF position peaked at $705K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held Bitwise Ethereum ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.