Key Takeaways
- • Wealth Enhancement Advisory Services raised its Bitcoin ETF holdings from $22 million to $33 million in Q2 2026, according to its latest 13F filing, a roughly 50% increase in reported exposure.
- • The firm diversified across several funds, including Fidelity Wise Origin Bitcoin Fund, ARK 21Shares Bitcoin ETF, and VanEck Bitcoin ETF, while its stake in the Fidelity fund decreased.
- • Bitcoin ETFs accounted for 22.4% of US spot ETF assets under management in the quarter, despite broader ETF outflows, signaling continued institutional interest.
- • Positions are reported as of June 30, 2026, and may have changed since that date.
Summary
Wealth Enhancement Advisory Services increased its Bitcoin ETF holdings from $22 million to $33 million in the second quarter of 2026, according to its latest 13F filing. The move reflects diversification across several spot Bitcoin products, including the Fidelity Wise Origin Bitcoin Fund, the ARK 21Shares Bitcoin ETF, and the VanEck Bitcoin ETF. Although the firm's stake in the Fidelity fund declined, its overall Bitcoin ETF exposure grew, which the source attributes to varied client needs and competition among issuers.
The position change comes against a backdrop of broader ETF outflows during the quarter. Bitcoin ETFs made up 22.4% of US spot ETF assets under management in Q2 2026, a figure that underscores ongoing institutional demand for the asset class even as other ETF flows were negative.
The holdings data reflects positions as of June 30, 2026. Subsequent changes in the portfolio would not be captured in the filing and may have shifted since the reporting date.
The position change comes against a backdrop of broader ETF outflows during the quarter. Bitcoin ETFs made up 22.4% of US spot ETF assets under management in Q2 2026, a figure that underscores ongoing institutional demand for the asset class even as other ETF flows were negative.
The holdings data reflects positions as of June 30, 2026. Subsequent changes in the portfolio would not be captured in the filing and may have shifted since the reporting date.
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