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 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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

EFG

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Wiser Wealth Management's BITB Position: Q2 2026 in Review

Wiser Wealth Management increased its Bitwise Bitcoin ETF (BITB) stake by 0.58% in Q2 2026, buying an estimated $22K and bringing the position to 98,102 shares worth $3.13M. The position accounts for 0.6% of the portfolio, ranked #15.

Wiser Wealth Management first reported a position in BITB in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.59M in Q1 2026. 40 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

Wiser Wealth Management held 98,102 shares of Bitwise Bitcoin ETF worth $3.13M as of Q2 2026.
Wiser Wealth Management bought 564 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $22K.
Bitwise Bitcoin ETF made up 0.6% of Wiser Wealth Management's portfolio in Q2 2026, its #15 holding.
Wiser Wealth Management first reported a position in Bitwise Bitcoin ETF in Q2 2024 and has held it in 9 quarters since.
Wiser Wealth Management's Bitwise Bitcoin ETF position peaked at $3.59M in Q1 2026.
40 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.