SF
ETHW

Summit Financial’s Bitwise Ethereum ETF ETHW Stock Holding History

Summit Financial’s Portfolio ETHW Stock Details ETHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$151K Buy
+10,075
New +$173K ﹤0.01% 1366
2025
Q4 		– Sell
-8,157
Closed -$243K – 1334
2025
Q3 		$243K Buy
+8,157
New +$229K ﹤0.01% 1137

Other funds holding ETHW

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Summit Financial's ETHW Position: Q1 2026 in Review

Summit Financial opened a new position in Bitwise Ethereum ETF (ETHW) in Q1 2026: 10,075 shares worth $151K. The stake represents ﹤0.01% of the portfolio and ranks #1366 among its holdings. This is a return to the name: Summit Financial previously reported a position in ETHW as recently as Q3 2025.

Summit Financial first reported a position in ETHW in Q3 2025 and has held it in 2 quarters since. The position peaked at $243K in Q3 2025. 97 funds tracked by Wall St. Rank hold ETHW as of Q1 2026.

  • Summit Financial held 10,075 shares of Bitwise Ethereum ETF worth $151K as of Q1 2026.
  • Bitwise Ethereum ETF was a new Summit Financial position in Q1 2026.
  • Bitwise Ethereum ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1366 holding.
  • Summit Financial first reported a position in Bitwise Ethereum ETF in Q3 2025 and has held it in 2 quarters since.
  • Summit Financial's Bitwise Ethereum ETF position peaked at $243K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held Bitwise Ethereum ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.