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

WT 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	$1.5M	Sell	33,000 -2,165	-6%	-$83.6K	0.42%	67
2026 Q2	$1.12M	Sell	35,165 -2,204	-6%	-$85.9K	0.31%	72
2026 Q1	$1.38M	Sell	37,369 -30,576	-45%	-$1.27M	0.41%	74
2025 Q4	$3.23M	Buy	67,945 +9,494	+16%	+$517K	0.93%	32
2025 Q3	$3.64M	Buy	58,451 +32,616	+126%	+$2.03M	1.05%	28
2025 Q2	$1.51M	Buy	25,835 +2,187	+9%	+$117K	0.45%	59
2025 Q1	$1.06M	Buy	23,648 +4,351	+23%	+$221K	0.34%	61
2024 Q4	$981K	Buy	+19,297	New	+$872K	0.31%	68

Other funds holding BITB

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Refined Wealth Management Salt Lake City, Utah $179M AUM 8.26% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Carter Financial Group Barrington, Illinois $196M AUM 20.26% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Salus Financial Advisors Colorado Springs, Colorado $210M AUM 12% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

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

WT Wealth Management reduced its Bitwise Bitcoin ETF (BITB) stake by 6.2% in Q3 2026, selling an estimated $83.6K and leaving 33,000 shares worth $1.5M. The position accounts for 0.42% of the portfolio, ranked #67.

WT Wealth Management first reported a position in BITB in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.64M in Q3 2025. 97 funds tracked by Wall St. Rank hold BITB as of Q3 2026.

WT Wealth Management held 33,000 shares of Bitwise Bitcoin ETF worth $1.5M as of Q3 2026.
WT Wealth Management sold 2,165 Bitwise Bitcoin ETF shares in Q3 2026, an estimated $83.6K.
Bitwise Bitcoin ETF made up 0.42% of WT Wealth Management's portfolio in Q3 2026, its #67 holding.
WT Wealth Management first reported a position in Bitwise Bitcoin ETF in Q4 2024 and has held it in 8 quarters since.
WT Wealth Management's Bitwise Bitcoin ETF position peaked at $3.64M in Q3 2025.
97 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q3 2026.

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