ULWM
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Upper Left Wealth Management’s Bitwise Bitcoin ETF BITB Stock Holding History

Upper Left Wealth Management’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
2026
Q2 		$313K Sell
9,819
-5,670
-37% -$221K 0.17% 62
2026
Q1 		$570K Buy
15,489
+9,862
+175% +$409K 0.34% 50
2025
Q4 		$268K Buy
+5,627
New +$306K 0.16% 62

Other funds holding BITB

PC
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Upper Left Wealth Management's BITB Position: Q2 2026 in Review

Upper Left Wealth Management reduced its Bitwise Bitcoin ETF (BITB) stake by 37% in Q2 2026, selling an estimated $221K and leaving 9,819 shares worth $313K. The position accounts for 0.17% of the portfolio, ranked #62.

Upper Left Wealth Management first reported a position in BITB in Q4 2025 and has held it in 3 quarters since. The position peaked at $570K in Q1 2026. 271 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • Upper Left Wealth Management held 9,819 shares of Bitwise Bitcoin ETF worth $313K as of Q2 2026.
  • Upper Left Wealth Management sold 5,670 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $221K.
  • Bitwise Bitcoin ETF made up 0.17% of Upper Left Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Upper Left Wealth Management first reported a position in Bitwise Bitcoin ETF in Q4 2025 and has held it in 3 quarters since.
  • Upper Left Wealth Management's Bitwise Bitcoin ETF position peaked at $570K in Q1 2026.
  • 271 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.