Cerity Partners’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Cerity Partners’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 Q1	$2.2M	Buy	37,247 +3,654	+11%	+$243K	﹤0.01%	1440
2025 Q4	$2.56M	Buy	33,593 +9,169	+38%	+$800K	﹤0.01%	1262
2025 Q3	$2.44M	Buy	24,424 +4,871	+25%	+$487K	﹤0.01%	1202
2025 Q2	$1.84M	Buy	19,553 +3,039	+18%	+$262K	﹤0.01%	1257
2025 Q1	$1.19M	Buy	16,514 +2,510	+18%	+$204K	﹤0.01%	1355
2024 Q4	$1.14M	Buy	14,004 +8,605	+159%	+$624K	﹤0.01%	1351
2024 Q3	$300K	Buy	+5,399	New	+$288K	﹤0.01%	2065

Other funds holding FBTC

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

PRA

Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cerity Partners's FBTC Position: Q1 2026 in Review

Cerity Partners increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 11% in Q1 2026, buying an estimated $243K and bringing the position to 37,247 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Cerity Partners first reported a position in FBTC in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.56M in Q4 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

Cerity Partners held 37,247 shares of Fidelity Wise Origin Bitcoin Fund worth $2.2M as of Q1 2026.
Cerity Partners bought 3,654 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $243K.
Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1440 holding.
Cerity Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 7 quarters since.
Cerity Partners's Fidelity Wise Origin Bitcoin Fund position peaked at $2.56M in Q4 2025.
640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.