WCG Wealth Advisors’s iShares Ethereum Trust ETF ETHA Stock Holding History

WCG Wealth Advisors’s Portfolio ETHA Stock Details ETHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.17M	Buy	182,710 +11,923	+7%	+$185K	0.05%	292
2026 Q1	$2.7M	Buy	170,787 +34,103	+25%	+$617K	0.08%	233
2025 Q4	$3.07M	Buy	136,684 +46,652	+52%	+$1.22M	0.09%	211
2025 Q3	$2.84M	Buy	90,032 +55,951	+164%	+$1.66M	0.18%	118
2025 Q2	$650K	Buy	34,081 +8,250	+32%	+$137K	0.04%	264
2025 Q1	$357K	Buy	25,831 +7,779	+43%	+$155K	0.03%	260
2024 Q4	$457K	Buy	+18,052	New	+$421K	0.03%	268

Other funds holding ETHA

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

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

WCG Wealth Advisors increased its iShares Ethereum Trust ETF (ETHA) stake by 7% in Q2 2026, buying an estimated $185K and bringing the position to 182,710 shares worth $2.17M. The position accounts for 0.05% of the portfolio, ranked #292.

WCG Wealth Advisors first reported a position in ETHA in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.07M in Q4 2025. 453 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

WCG Wealth Advisors held 182,710 shares of iShares Ethereum Trust ETF worth $2.17M as of Q2 2026.
WCG Wealth Advisors bought 11,923 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $185K.
iShares Ethereum Trust ETF made up 0.05% of WCG Wealth Advisors's portfolio in Q2 2026, its #292 holding.
WCG Wealth Advisors first reported a position in iShares Ethereum Trust ETF in Q4 2024 and has held it in 7 quarters since.
WCG Wealth Advisors's iShares Ethereum Trust ETF position peaked at $3.07M in Q4 2025.
453 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

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