AlTi Global’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

AlTi Global’s Portfolio FBTC Stock Details FBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$241K	Buy	+3,311	New	+$205K	0.01%	419
2026 Q1	–	Sell	-3,311	Closed	-$252K	–	452
2025 Q4	$252K	Sell	3,311 -50	-1%	-$4.36K	0.01%	411
2025 Q3	$335K	Hold	3,361	–	–	0.01%	359
2025 Q2	$316K	Buy	3,361 +25	+0.7%	+$2.15K	0.01%	349
2025 Q1	$240K	Hold	3,336	–	–	0.01%	355
2024 Q4	$272K	Buy	+3,336	New	+$242K	0.01%	357
2024 Q2	–	Sell	-3,371	Closed	-$209K	–	390
2024 Q1	$209K	Buy	+3,371	New	+$161K	0.01%	365

Other funds holding FBTC

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Vestor Capital Chicago, Illinois $1.62B AUM 33.15% 1-Year Est. Return

United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Atlas Wealth Partners Wyomissing, Pennsylvania $97.1M AUM 14.23% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

AlTi Global's FBTC Position: Q3 2026 in Review

AlTi Global opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q3 2026: 3,311 shares worth $241K. The stake represents 0.01% of the portfolio and ranks #419 among its holdings. This is a return to the name: AlTi Global previously reported a position in FBTC as recently as Q4 2025.

AlTi Global first reported a position in FBTC in Q1 2024 and has held it in 7 quarters since. The position peaked at $335K in Q3 2025. 398 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

AlTi Global held 3,311 shares of Fidelity Wise Origin Bitcoin Fund worth $241K as of Q3 2026.
Fidelity Wise Origin Bitcoin Fund was a new AlTi Global position in Q3 2026.
Fidelity Wise Origin Bitcoin Fund made up 0.01% of AlTi Global's portfolio in Q3 2026, its #419 holding.
AlTi Global first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 7 quarters since.
AlTi Global's Fidelity Wise Origin Bitcoin Fund position peaked at $335K in Q3 2025.
398 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on AlTi Global's 13F filing for Q3 2026, filed 9 Nov 2026.