SMA Strategies

Bitwise BTC/ETH Equal Weight Strategy

The Bitwise BTC/ETH Equal Weight Strategy provides equal-weighted exposure to Bitcoin and Ethereum, rebalanced quarterly. With separately managed accounts an investor directly owns all of the crypto assets in the account (unlike with a fund or other pooled investment vehicle). The crypto assets are held by Gemini, a fiduciary and qualified custodian, and can be easily monitored and managed by advisors. Available to investors on the Eaglebrook platform.

Documents

Please see additional product-specific disclosures in the Fact Sheet.

Benchmark Performance

As of: May 24, 2024 8:00 PM UTC

1 Month
3 Months
YTD
12 Months
Since
Inception †
Bitwise BTC/ETH Equal Weight Crypto Index *
12.9%
30.7%
63.2%
134.2%
49.2%
Bitcoin **
8.2%
35.3%
64.6%
163.4%
69.9%

* Performance of an index is not illustrative of any particular investment. It is not possible to invest directly in an index. Index performance does not include the fees and expenses that are charged by the Manager, Platform, or Financial Advisor. Past performance is not a guarantee of future performance. Please refer to additional important disclosures here.
** The returns of Bitcoin (BTC) are historical and unaudited and do not represent the returns of any particular investment. The historical returns of BTC do not include the fees and expenses that are charged by any Fund or Account. Actual returns may differ materially from the historical returns of BTC. Past performance is not a guarantee of future performance. Please refer to additional important disclosures here.
† Bitwise BTC/ETH Equal Weight Crypto Index inception date: April 18, 2022.

Index Constituents*

As of: May 24, 2024 8:00 PM UTC

Name
Weight
Price
Daily Change
EthereumEthereum
51.8%
$3,744.23
-1.1%
BitcoinBitcoin
48.2%
$69,135.52
3.0%

* After rebalances there may be a delay in changes being reflected here.

Index and Strategy

Index

Bitwise BTC/ETH Equal Weight Crypto Index*

Strategy

Rules-Based, Passive

Rebalance

Quarterly

Index Methodology

See methodology here

* An actual account may not hold all of the constituents of the Index, as SMA holdings are subject to the availability of the assets on the Eaglebrook platform.

Key Facts

Minimum Investment
Liquidity

Daily*

Asset Class

Crypto Assets

Investor Qualifications

Must be a client of an RIA on the Eaglebrook Platform

* Investment deposits and withdrawals will be processed on a daily basis.

Fees and Expenses

Expense Ratio
Performance Fee

0%

Details

Attorney

Wilson Sonsini Goodrich & Rosati

Tax

Eaglebrook

Custodian

Gemini

Manager

Bitwise Investment Advisers, LLC

SMA Platform

Eaglebrook

Offer Summary

Separately managed account

Taxation

Investor has direct ownership of crypto assets. Pro forma 8949 statements are provided for clients with taxable activity.

Contributions

U.S. bank wires, BTC, or ETH only

Become an investor in the Bitwise BTC/ETH Equal Weight Strategy today.

The Equal Weight Strategy is a smart and convenient way to gain exposure to the two largest and most well-established crypto assets, Bitcoin and Ethereum. No accreditation is required. Investors must place investments through their financial advisor. Please connect with our team for more information.