WIM
BITW

WealthPlan Investment Management’s Bitwise 10 Crypto Index ETF BITW Stock Holding History

WealthPlan Investment Management’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 		$672K Buy
17,883
+3,466
+24% +$161K 0.03% 274
2026
Q1 		$643K Buy
+14,417
New +$731K 0.04% 270

Other funds holding BITW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 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
IECM
Intrinsic Edge Capital Management Chicago, Illinois $967M AUM 94.27% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WealthPlan Investment Management's BITW Position: Q2 2026 in Review

WealthPlan Investment Management increased its Bitwise 10 Crypto Index ETF (BITW) stake by 24% in Q2 2026, buying an estimated $161K and bringing the position to 17,883 shares worth $672K. The position accounts for 0.03% of the portfolio, ranked #274.

WealthPlan Investment Management first reported a position in BITW in Q1 2026 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold BITW as of Q2 2026.

  • WealthPlan Investment Management held 17,883 shares of Bitwise 10 Crypto Index ETF worth $672K as of Q2 2026.
  • WealthPlan Investment Management bought 3,466 Bitwise 10 Crypto Index ETF shares in Q2 2026, an estimated $161K.
  • Bitwise 10 Crypto Index ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #274 holding.
  • WealthPlan Investment Management first reported a position in Bitwise 10 Crypto Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held Bitwise 10 Crypto Index ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.