RFP
BITW

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
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

BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Root Financial Partners's BITW Position: Q2 2026 in Review

Root Financial Partners sold out of Bitwise 10 Crypto Index ETF (BITW) in Q2 2026, closing a stake of 447 shares — an estimated $19.9K sold.

Root Financial Partners first reported a position in BITW in Q4 2025 and held it in 2 quarters. The position peaked at $26.3K in Q4 2025. 50 funds tracked by Wall St. Rank hold BITW as of Q2 2026.

  • Root Financial Partners reported no remaining Bitwise 10 Crypto Index ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 447 Bitwise 10 Crypto Index ETF shares in Q2 2026, an estimated $19.9K.
  • Root Financial Partners first reported a position in Bitwise 10 Crypto Index ETF in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Bitwise 10 Crypto Index ETF position peaked at $26.3K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Bitwise 10 Crypto Index ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.