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 Q2	$258K	Buy	+10,512	New	+$266K	0.01%	542
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

WCG Wealth Advisors's BITQ Position: Q2 2026 in Review

WCG Wealth Advisors opened a new position in Bitwise Crypto Industry Innovators ETF (BITQ) in Q2 2026: 10,512 shares worth $258K. The stake represents 0.01% of the portfolio and ranks #542 among its holdings. This is a return to the name: WCG Wealth Advisors previously reported a position in BITQ as recently as Q4 2025.

WCG Wealth Advisors first reported a position in BITQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $287K in Q3 2025. 103 funds tracked by Wall St. Rank hold BITQ as of Q2 2026.

WCG Wealth Advisors held 10,512 shares of Bitwise Crypto Industry Innovators ETF worth $258K as of Q2 2026.
Bitwise Crypto Industry Innovators ETF was a new WCG Wealth Advisors position in Q2 2026.
Bitwise Crypto Industry Innovators ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #542 holding.
WCG Wealth Advisors first reported a position in Bitwise Crypto Industry Innovators ETF in Q3 2025 and has held it in 3 quarters since.
WCG Wealth Advisors's Bitwise Crypto Industry Innovators ETF position peaked at $287K in Q3 2025.
103 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q2 2026.

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