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 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

BHWM

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

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 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

RWM

Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 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

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

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

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

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

WT Wealth Management reduced its Bitwise Bitcoin ETF (BITB) stake by 5.9% in Q2 2026, selling an estimated $85.9K and leaving 35,165 shares worth $1.12M. The position accounts for 0.31% of the portfolio, ranked #72.

WT Wealth Management first reported a position in BITB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.64M in Q3 2025. 81 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

WT Wealth Management held 35,165 shares of Bitwise Bitcoin ETF worth $1.12M as of Q2 2026.
WT Wealth Management sold 2,204 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $85.9K.
Bitwise Bitcoin ETF made up 0.31% of WT Wealth Management's portfolio in Q2 2026, its #72 holding.
WT Wealth Management first reported a position in Bitwise Bitcoin ETF in Q4 2024 and has held it in 7 quarters since.
WT Wealth Management's Bitwise Bitcoin ETF position peaked at $3.64M in Q3 2025.
81 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.