WG
ETHA

WMS Group’s iShares Ethereum Trust ETF ETHA Stock Holding History

WMS Group’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 		$171K Buy
14,342
+1,180
+9% +$18.3K 0.22% 57
2026
Q1 		$208K Sell
13,162
-743
-5% -$13.4K 0.3% 50
2025
Q4 		$312K Buy
+13,905
New +$364K 0.4% 43

Other funds holding ETHA

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

WMS Group's ETHA Position: Q2 2026 in Review

WMS Group increased its iShares Ethereum Trust ETF (ETHA) stake by 9% in Q2 2026, buying an estimated $18.3K and bringing the position to 14,342 shares worth $171K. The position accounts for 0.22% of the portfolio, ranked #57.

WMS Group first reported a position in ETHA in Q4 2025 and has held it in 3 quarters since. The position peaked at $312K in Q4 2025. 452 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • WMS Group held 14,342 shares of iShares Ethereum Trust ETF worth $171K as of Q2 2026.
  • WMS Group bought 1,180 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $18.3K.
  • iShares Ethereum Trust ETF made up 0.22% of WMS Group's portfolio in Q2 2026, its #57 holding.
  • WMS Group first reported a position in iShares Ethereum Trust ETF in Q4 2025 and has held it in 3 quarters since.
  • WMS Group's iShares Ethereum Trust ETF position peaked at $312K in Q4 2025.
  • 452 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on WMS Group's 13F filing for Q2 2026, filed 23 Jul 2026.