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WCG Wealth Advisors’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

WCG Wealth Advisors’s Portfolio BITQ Stock Details BITQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,118
Closed -$222K – 522
2025
Q4 		$222K Sell
11,118
-317
-3% -$7.8K 0.01% 502
2025
Q3 		$287K Buy
+11,435
New +$242K 0.02% 325

Other funds holding BITQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WCG Wealth Advisors's BITQ Position: Q1 2026 in Review

WCG Wealth Advisors sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q1 2026, closing a stake of 11,118 shares — an estimated $222K sold.

WCG Wealth Advisors first reported a position in BITQ in Q3 2025 and held it in 2 quarters. The position peaked at $287K in Q3 2025. 92 funds tracked by Wall St. Rank hold BITQ as of Q1 2026.

  • WCG Wealth Advisors reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q1 2026 after selling out during the quarter.
  • WCG Wealth Advisors sold 11,118 Bitwise Crypto Industry Innovators ETF shares in Q1 2026, an estimated $222K.
  • WCG Wealth Advisors first reported a position in Bitwise Crypto Industry Innovators ETF in Q3 2025 and held it in 2 quarters.
  • WCG Wealth Advisors's Bitwise Crypto Industry Innovators ETF position peaked at $287K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.