SWIM
BITW

Smallwood Wealth Investment Management’s Bitwise 10 Crypto Index ETF BITW Stock Holding History

Smallwood Wealth Investment Management’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 		$3.49K Buy
+93
New +$4.31K ﹤0.01% 381

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
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 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

Smallwood Wealth Investment Management's BITW Position: Q2 2026 in Review

Smallwood Wealth Investment Management opened a new position in Bitwise 10 Crypto Index ETF (BITW) in Q2 2026: 93 shares worth $3.49K. The stake represents ﹤0.01% of the portfolio and ranks #381 among its holdings.

51 funds tracked by Wall St. Rank hold BITW as of Q2 2026.

  • Smallwood Wealth Investment Management held 93 shares of Bitwise 10 Crypto Index ETF worth $3.49K as of Q2 2026.
  • Bitwise 10 Crypto Index ETF was a new Smallwood Wealth Investment Management position in Q2 2026.
  • Bitwise 10 Crypto Index ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #381 holding.
  • 51 funds tracked by Wall St. Rank held Bitwise 10 Crypto Index ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.