SW
BITB icon

Simplicity Wealth’s Bitwise Bitcoin ETF BITB Stock Holding History

Simplicity Wealth’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
2025
Q4 		– Sell
-4,799
Closed -$299K – 706
2025
Q3 		$299K Hold
4,799
– – 0.02% 567
2025
Q2 		$281K Hold
4,799
– – 0.01% 535
2025
Q1 		$215K Hold
4,799
– – 0.02% 511
2024
Q4 		$244K Buy
+4,799
New +$217K 0.05% 270

Other funds holding BITB

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Simplicity Wealth's BITB Position: Q4 2025 in Review

Simplicity Wealth sold out of Bitwise Bitcoin ETF (BITB) in Q4 2025, closing a stake of 4,799 shares — an estimated $299K sold.

Simplicity Wealth first reported a position in BITB in Q4 2024 and held it in 4 quarters. The position peaked at $299K in Q3 2025. 314 funds tracked by Wall St. Rank hold BITB as of Q4 2025.

  • Simplicity Wealth reported no remaining Bitwise Bitcoin ETF position as of Q4 2025 after selling out during the quarter.
  • Simplicity Wealth sold 4,799 Bitwise Bitcoin ETF shares in Q4 2025, an estimated $299K.
  • Simplicity Wealth first reported a position in Bitwise Bitcoin ETF in Q4 2024 and held it in 4 quarters.
  • Simplicity Wealth's Bitwise Bitcoin ETF position peaked at $299K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.