Rothschild Investment LLC, a Chicago-based investment management firm, has disclosed a new holding in the Bitwise XRP ETF, according to its latest 13F filing with the US Securities and Exchange Commission (SEC). The document, dated November 10, reports that the firm has acquired 6,300 shares of the fund, valued at $104,769 as of September 30.
First investment in Bitwise XRP ETF
The addition of the Bitwise XRP ETF, listed under the CUSIP 09174F107, marks Rothschild Investment’s initial purchase of this asset during the third quarter of 2026. The firm’s previous quarterly filings had not included any XRP ETF holdings, confirming this stake as a recent move.
The Bitwise XRP ETF, introduced in November 2025 and traded under the ticker “XRP,” offers traditional investors a way to gain exposure to the price movements of XRP, the cryptocurrency connected to Ripple, without the need to directly own or manage digital tokens.
Mini dictionary: 13F filing, a mandatory disclosure by institutional investment managers in the US that reveals their equity holdings at the end of each quarter, submitted to the SEC.
Despite this latest acquisition, Rothschild Investment’s reported holdings of the Bitwise XRP ETF remain a relatively small part of its overall $2.69 billion portfolio.
Broader crypto ETF allocations
Rothschild Investment’s cryptocurrency allocation leans heavily toward Bitcoin and Ethereum-focused exchange-traded funds. Its largest crypto holding is in the iShares Bitcoin Trust ETF by BlackRock, amounting to 40,188 shares and valued near $1.9 million.
The company has also disclosed stakes of $911,300 in the Grayscale Bitcoin Trust ETF and $335,160 in the Morgan Stanley Bitcoin Trust ETF.
Other notable investments include the Grayscale Bitcoin Mini Trust ETF ($125,113), VanEck Bitcoin ETF ($118,100), Bitwise Bitcoin ETF ($116,802), and the Fidelity Wise Origin Bitcoin Fund ($2,107). Collectively, these seven Bitcoin-focused holdings total approximately $3.51 million.
| ETF Name | Reported Value |
|---|---|
| iShares Bitcoin Trust ETF | $1.9 million |
| Grayscale Bitcoin Trust ETF | $911,300 |
| Morgan Stanley Bitcoin Trust ETF | $335,160 |
| Grayscale Bitcoin Mini Trust ETF | $125,113 |
| VanEck Bitcoin ETF | $118,100 |
| Bitwise Bitcoin ETF | $116,802 |
| Fidelity Wise Origin Bitcoin Fund | $2,107 |
In addition, Rothschild Investment has invested in the Grayscale Ethereum Staking ETF ($538,622), the Bitwise Ethereum ETF ($476,500), and holds 24,250 shares of the Bitwise Crypto Industry Innovators ETF, valued at $615,223.
The portfolio further includes $38,360 in the Grayscale CoinDesk Crypto 5 ETF.
Outside of fund holdings, the company owns shares in publicly traded firms with significant digital asset operations, including Coinbase Global ($86,681), Block ($125,060), and Riot Platforms ($42,980), which focuses on Bitcoin mining.
Other major holdings in crypto firms
Rothschild Investment has also invested $530,763 in Strategy, the digital asset firm founded by Michael Saylor.
Rothschild Investment’s latest disclosure demonstrates an expanding interest in a broad range of digital asset investment products, including both exchange-traded funds and major companies in the crypto ecosystem.
