Waverly Advisors
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Waverly Advisors’s Bitwise 10 Crypto Index ETF BITW Stock Holding History

Waverly Advisors’s Portfolio BITW Stock Details BITW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$277K Buy
7,371
+699
+10% +$32.4K ﹤0.01% 1455
2026
Q1 		$298K Sell
6,672
-1
-0% -$51 ﹤0.01% 1303
2025
Q4 		$392K Buy
+6,673
New +$398K ﹤0.01% 1107

Other funds holding BITW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Intrinsic Edge Capital Management
Intrinsic Edge Capital Management Chicago, Illinois $967M AUM 94.27% 1-Year Est. Return
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return
Kesler Norman & Wride
Kesler Norman & Wride Ogden, Utah $643M AUM 27% 1-Year Est. Return
Werba Rubin Papier Wealth Management
Werba Rubin Papier Wealth Management San Jose, California $847M AUM 17.59% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Waverly Advisors's BITW Position: Q2 2026 in Review

Waverly Advisors increased its Bitwise 10 Crypto Index ETF (BITW) stake by 10% in Q2 2026, buying an estimated $32.4K and bringing the position to 7,371 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Waverly Advisors first reported a position in BITW in Q4 2025 and has held it in 3 quarters since. The position peaked at $392K in Q4 2025. 123 funds tracked by Wall St. Rank hold BITW as of Q2 2026.

  • Waverly Advisors held 7,371 shares of Bitwise 10 Crypto Index ETF worth $277K as of Q2 2026.
  • Waverly Advisors bought 699 Bitwise 10 Crypto Index ETF shares in Q2 2026, an estimated $32.4K.
  • Bitwise 10 Crypto Index ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1455 holding.
  • Waverly Advisors first reported a position in Bitwise 10 Crypto Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Bitwise 10 Crypto Index ETF position peaked at $392K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Bitwise 10 Crypto Index ETF as of Q2 2026.

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