Wellspring Financial Advisors’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Wellspring Financial 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	$769K	Hold	31,387	–	–	0.05%	124
2026 Q1	$592K	Hold	31,387	–	–	0.04%	146
2025 Q4	$626K	Hold	31,387	–	–	0.05%	128
2025 Q3	$787K	Hold	31,387	–	–	0.07%	74
2025 Q2	$619K	Sell	31,387 -100	-0.3%	-$1.56K	0.06%	74
2025 Q1	$382K	Buy	31,487 +278	+0.9%	+$4.57K	0.04%	83
2024 Q4	$527K	Hold	31,209	–	–	0.06%	74
2024 Q3	$416K	Hold	31,209	–	–	0.05%	93
2024 Q2	$421K	Hold	31,209	–	–	0.06%	86
2024 Q1	$411K	Sell	31,209 -19,902	-39%	-$215K	0.06%	80
2023 Q4	$592K	Buy	51,111 +460	+0.9%	+$3.78K	0.15%	64
2023 Q3	$339K	Hold	50,651	–	–	0.1%	82
2023 Q2	$408K	Hold	50,651	–	–	0.12%	66
2023 Q1	$297K	Hold	50,651	–	–	0.09%	85
2022 Q4	$172K	Buy	+50,651	New	+$252K	0.06%	109

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

Wellspring Financial Advisors's BITQ Position: Q2 2026 in Review

Wellspring Financial Advisors held its Bitwise Crypto Industry Innovators ETF (BITQ) position steady in Q2 2026 at 31,387 shares worth $769K. The position accounts for 0.05% of the portfolio, ranked #124.

Wellspring Financial Advisors first reported a position in BITQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $787K in Q3 2025. 103 funds tracked by Wall St. Rank hold BITQ as of Q2 2026.

Wellspring Financial Advisors held 31,387 shares of Bitwise Crypto Industry Innovators ETF worth $769K as of Q2 2026.
Wellspring Financial Advisors left its Bitwise Crypto Industry Innovators ETF share count unchanged in Q2 2026.
Bitwise Crypto Industry Innovators ETF made up 0.05% of Wellspring Financial Advisors's portfolio in Q2 2026, its #124 holding.
Wellspring Financial Advisors first reported a position in Bitwise Crypto Industry Innovators ETF in Q4 2022 and has held it in 15 quarters since.
Wellspring Financial Advisors's Bitwise Crypto Industry Innovators ETF position peaked at $787K in Q3 2025.
103 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.