Refined Wealth Management’s Bitwise Bitcoin ETF BITB Stock Holding History

Refined Wealth 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	$8.01M	Buy	251,344 +5,651	+2%	+$220K	4.83%	6
2026 Q1	$9.04M	Buy	245,693 +45,927	+23%	+$1.91M	5.71%	6
2025 Q4	$9.5M	Buy	199,766 +12,038	+6%	+$655K	6.4%	6
2025 Q3	$11.7M	Buy	187,728 +8,353	+5%	+$520K	7.51%	6
2025 Q2	$10.5M	Buy	179,375 +1,059	+0.6%	+$56.8K	7.22%	6
2025 Q1	$8M	Buy	178,316 +42,904	+32%	+$2.17M	6.55%	7
2024 Q4	$6.89M	Buy	135,412 +4,920	+4%	+$222K	5.24%	8
2024 Q3	$4.51M	Buy	130,492 +2,196	+2%	+$73K	3.48%	12
2024 Q2	$4.19M	Buy	128,296 +1,974	+2%	+$70.6K	3.23%	13
2024 Q1	$4.89M	Buy	+126,322	New	+$3.77M	3.44%	11

Other funds holding BITB

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Refined Wealth Management's BITB Position: Q2 2026 in Review

Refined Wealth Management increased its Bitwise Bitcoin ETF (BITB) stake by 2.3% in Q2 2026, buying an estimated $220K and bringing the position to 251,344 shares worth $8.01M. The position accounts for 4.83% of the portfolio, ranked #6.

Refined Wealth Management first reported a position in BITB in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.7M in Q3 2025. 271 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

Refined Wealth Management held 251,344 shares of Bitwise Bitcoin ETF worth $8.01M as of Q2 2026.
Refined Wealth Management bought 5,651 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $220K.
Bitwise Bitcoin ETF made up 4.83% of Refined Wealth Management's portfolio in Q2 2026, its #6 holding.
Refined Wealth Management first reported a position in Bitwise Bitcoin ETF in Q1 2024 and has held it in 10 quarters since.
Refined Wealth Management's Bitwise Bitcoin ETF position peaked at $11.7M in Q3 2025.
271 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Refined Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.