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
Q2 		– Sell
-10,075
Closed -$151K – 1638
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 $617B AUM 30.33% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Summit Financial's ETHW Position: Q2 2026 in Review

Summit Financial sold out of Bitwise Ethereum ETF (ETHW) in Q2 2026, closing a stake of 10,075 shares — an estimated $151K sold.

Summit Financial first reported a position in ETHW in Q3 2025 and held it in 2 quarters. The position peaked at $243K in Q3 2025. 89 funds tracked by Wall St. Rank hold ETHW as of Q2 2026.

  • Summit Financial reported no remaining Bitwise Ethereum ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 10,075 Bitwise Ethereum ETF shares in Q2 2026, an estimated $151K.
  • Summit Financial first reported a position in Bitwise Ethereum ETF in Q3 2025 and held it in 2 quarters.
  • Summit Financial's Bitwise Ethereum ETF position peaked at $243K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Bitwise Ethereum ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.