Root Financial Partners
BITW icon

Root Financial Partners’s Bitwise 10 Crypto Index ETF BITW Stock Holding History

Root Financial Partners’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 		$24.5K Buy
+446
New +$20.6K ﹤0.01% 1450
2026
Q2 		– Sell
-447
Closed -$19.9K – 3466
2026
Q1 		$19.9K Sell
447
-1
-0.2% -$51 ﹤0.01% 1325
2025
Q4 		$26.3K Buy
+448
New +$26.7K ﹤0.01% 1032

Other funds holding BITW

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Brandywine Oak Private Wealth
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Founders Capital Management (Texas)
Founders Capital Management (Texas) Houston, Texas $220M AUM 46.36% 1-Year Est. Return
Strategic Family Wealth Counselors
Strategic Family Wealth Counselors Fairfield, New Jersey $429M AUM 8.84% 1-Year Est. Return
Cambridge Advisors
Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Soltis Investment Advisors
Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Root Financial Partners's BITW Position: Q3 2026 in Review

Root Financial Partners opened a new position in Bitwise 10 Crypto Index ETF (BITW) in Q3 2026: 446 shares worth $24.5K. The stake represents ﹤0.01% of the portfolio and ranks #1450 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BITW as recently as Q1 2026.

Root Financial Partners first reported a position in BITW in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.3K in Q4 2025. 58 funds tracked by Wall St. Rank hold BITW as of Q3 2026.

  • Root Financial Partners held 446 shares of Bitwise 10 Crypto Index ETF worth $24.5K as of Q3 2026.
  • Bitwise 10 Crypto Index ETF was a new Root Financial Partners position in Q3 2026.
  • Bitwise 10 Crypto Index ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1450 holding.
  • Root Financial Partners first reported a position in Bitwise 10 Crypto Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Bitwise 10 Crypto Index ETF position peaked at $26.3K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Bitwise 10 Crypto Index ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.