CWP
FBTC icon

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

Clark Wealth 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
Q2 		$817K Buy
16,006
+15,991
+106,607% +$999K 0.46% 33
2026
Q1 		$886 Hold
15
– – ﹤0.01% 532
2025
Q4 		$1.14K Hold
15
– – ﹤0.01% 480
2025
Q3 		$1.14K Buy
15
+12
+400% +$1.2K ﹤0.01% 480
2025
Q2 		$282 Hold
3
– – ﹤0.01% 503
2025
Q1 		$216 Sell
3
-187
-98% -$15.2K ﹤0.01% 508
2024
Q4 		$15.5K Buy
+190
New +$13.8K 0.01% 146

Other funds holding FBTC

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.19% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.23B AUM 74.49% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
UCMOK
United Capital Management of KS Salina, Kansas $763M AUM 62.72% 1-Year Est. Return

Clark Wealth Partners's FBTC Position: Q2 2026 in Review

Clark Wealth Partners increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 106,607% in Q2 2026, buying an estimated $999K and bringing the position to 16,006 shares worth $817K. The position accounts for 0.46% of the portfolio, ranked #33.

Clark Wealth Partners first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. 595 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Clark Wealth Partners held 16,006 shares of Fidelity Wise Origin Bitcoin Fund worth $817K as of Q2 2026.
  • Clark Wealth Partners bought 15,991 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $999K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.46% of Clark Wealth Partners's portfolio in Q2 2026, its #33 holding.
  • Clark Wealth Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
  • 595 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.