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Waverly Advisors’s Bitwise Bitcoin ETF BITB Stock Holding History

Waverly Advisors’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
Q1 		$794K Buy
21,563
+15,162
+237% +$629K 0.01% 903
2025
Q4 		$304K Buy
6,401
+25
+0.4% +$1.36K ﹤0.01% 1198
2025
Q3 		$397K Buy
6,376
+328
+5% +$20.4K ﹤0.01% 937
2025
Q2 		$354K Hold
6,048
– – ﹤0.01% 909
2025
Q1 		$271K Buy
6,048
+748
+14% +$37.9K ﹤0.01% 958
2024
Q4 		$270K Buy
+5,300
New +$240K ﹤0.01% 853

Other funds holding BITB

SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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 $173B AUM 20.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

Waverly Advisors's BITB Position: Q1 2026 in Review

Waverly Advisors increased its Bitwise Bitcoin ETF (BITB) stake by 237% in Q1 2026, buying an estimated $629K and bringing the position to 21,563 shares worth $794K. The position accounts for 0.01% of the portfolio, ranked #903.

Waverly Advisors first reported a position in BITB in Q4 2024 and has held it in 6 quarters since. 298 funds tracked by Wall St. Rank hold BITB as of Q1 2026.

  • Waverly Advisors held 21,563 shares of Bitwise Bitcoin ETF worth $794K as of Q1 2026.
  • Waverly Advisors bought 15,162 Bitwise Bitcoin ETF shares in Q1 2026, an estimated $629K.
  • Bitwise Bitcoin ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #903 holding.
  • Waverly Advisors first reported a position in Bitwise Bitcoin ETF in Q4 2024 and has held it in 6 quarters since.
  • 298 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.