Wiser Wealth Management
BITB icon

Wiser Wealth Management’s Bitwise Bitcoin ETF BITB Stock Holding History

Wiser Wealth Management’s Portfolio BITB Stock Details BITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.97M Buy
109,473
+11,371
+12% +$439K 0.9% 14
2026
Q2 		$3.13M Buy
98,102
+564
+0.6% +$22K 0.6% 15
2026
Q1 		$3.59M Buy
97,538
+37,883
+64% +$1.57M 0.77% 13
2025
Q4 		$2.84M Buy
59,655
+14,139
+31% +$769K 0.63% 16
2025
Q3 		$2.83M Buy
45,516
+3,415
+8% +$213K 0.65% 15
2025
Q2 		$2.47M Buy
42,101
+7,133
+20% +$383K 0.62% 15
2025
Q1 		$1.57M Buy
34,968
+7,306
+26% +$370K 0.44% 20
2024
Q4 		$1.41M Buy
27,662
+2,502
+10% +$113K 0.39% 21
2024
Q3 		$870K Buy
25,160
+5,572
+28% +$185K 0.25% 23
2024
Q2 		$640K Buy
+19,588
New +$700K 0.2% 25

Other funds holding BITB

Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Refined Wealth Management
Refined Wealth Management Salt Lake City, Utah $179M AUM 8.26% 1-Year Est. Return
Carter Financial Group
Carter Financial Group Barrington, Illinois $196M AUM 20.26% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
Salus Financial Advisors
Salus Financial Advisors Colorado Springs, Colorado $210M AUM 12% 1-Year Est. Return
Innovative Advisory Group
Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Wiser Wealth Management's BITB Position: Q3 2026 in Review

Wiser Wealth Management increased its Bitwise Bitcoin ETF (BITB) stake by 12% in Q3 2026, buying an estimated $439K and bringing the position to 109,473 shares worth $4.97M. The position accounts for 0.9% of the portfolio, ranked #14.

Wiser Wealth Management first reported a position in BITB in Q2 2024 and has held it in 10 quarters since. 84 funds tracked by Wall St. Rank hold BITB as of Q3 2026.

  • Wiser Wealth Management held 109,473 shares of Bitwise Bitcoin ETF worth $4.97M as of Q3 2026.
  • Wiser Wealth Management bought 11,371 Bitwise Bitcoin ETF shares in Q3 2026, an estimated $439K.
  • Bitwise Bitcoin ETF made up 0.9% of Wiser Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Wiser Wealth Management first reported a position in Bitwise Bitcoin ETF in Q2 2024 and has held it in 10 quarters since.
  • 84 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q3 2026.

Based on Wiser Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.