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.
Index Constituents*
As of: April 26, 2024 8:00 PM UTC
* 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.