Surience Private Wealth’s Grayscale Ethereum Staking ETF Shares ETHE Stock Holding History

Surience Private Wealth’s Portfolio ETHE Stock Details ETHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.11M	Buy	+64,988	New	+$1.27M	1.19%	27
2025 Q4	–	Sell	-13,627	Closed	-$467K	–	51
2025 Q3	$467K	Buy	+13,627	New	+$441K	0.43%	27
2025 Q2	–	Sell	-28,274	Closed	-$430K	–	44
2025 Q1	$430K	Buy	28,274 +11,046	+64%	+$243K	0.75%	20
2024 Q4	$483K	Buy	17,228 +5,141	+43%	+$133K	0.62%	21
2024 Q3	$265K	Buy	+12,087	New	+$271K	0.27%	23

Other funds holding ETHE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ROC

Robertson Opportunity Capital Dallas, Texas $260M AUM 20.69% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Surience Private Wealth's ETHE Position: Q1 2026 in Review

Surience Private Wealth opened a new position in Grayscale Ethereum Staking ETF Shares (ETHE) in Q1 2026: 64,988 shares worth $1.11M. The stake represents 1.19% of the portfolio and ranks #27 among its holdings. This is a return to the name: Surience Private Wealth previously reported a position in ETHE as recently as Q3 2025.

Surience Private Wealth first reported a position in ETHE in Q3 2024 and has held it in 5 quarters since. 261 funds tracked by Wall St. Rank hold ETHE as of Q1 2026.

Surience Private Wealth held 64,988 shares of Grayscale Ethereum Staking ETF Shares worth $1.11M as of Q1 2026.
Grayscale Ethereum Staking ETF Shares was a new Surience Private Wealth position in Q1 2026.
Grayscale Ethereum Staking ETF Shares made up 1.19% of Surience Private Wealth's portfolio in Q1 2026, its #27 holding.
Surience Private Wealth first reported a position in Grayscale Ethereum Staking ETF Shares in Q3 2024 and has held it in 5 quarters since.
261 funds tracked by Wall St. Rank held Grayscale Ethereum Staking ETF Shares as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.