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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
Q2 		$887K Buy
27,855
+6,292
+29% +$245K 0.01% 936
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

PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
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

Waverly Advisors's BITB Position: Q2 2026 in Review

Waverly Advisors increased its Bitwise Bitcoin ETF (BITB) stake by 29% in Q2 2026, buying an estimated $245K and bringing the position to 27,855 shares worth $887K. The position accounts for 0.01% of the portfolio, ranked #936.

Waverly Advisors first reported a position in BITB in Q4 2024 and has held it in 7 quarters since. 273 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • Waverly Advisors held 27,855 shares of Bitwise Bitcoin ETF worth $887K as of Q2 2026.
  • Waverly Advisors bought 6,292 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $245K.
  • Bitwise Bitcoin ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #936 holding.
  • Waverly Advisors first reported a position in Bitwise Bitcoin ETF in Q4 2024 and has held it in 7 quarters since.
  • 273 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.