Copperleaf Capital’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$13.3M Buy
133,669
+21,376
+19% +$2.14M 6.4% 2
2025
Q2
$10.6M Buy
112,293
+31,724
+39% +$2.73M 5.34% 2
2025
Q1
$5.8M Buy
80,569
+25,049
+45% +$2.04M 3.47% 5
2024
Q4
$4.53M Buy
55,520
+19,026
+52% +$1.38M 2.87% 6
2024
Q3
$2.03M Sell
36,494
-12,026
-25% -$641K 1.55% 20
2024
Q2
$2.55M Buy
48,520
+35,285
+267% +$2.02M 2.04% 11
2024
Q1
$821K Buy
+13,235
New +$633K 0.71% 43

Other funds holding FBTC

Copperleaf Capital's FBTC Position: Q3 2025 in Review

Copperleaf Capital increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 19% in Q3 2025, buying an estimated $2.14M and bringing the position to 133,669 shares worth $13.3M. The position accounts for 6.4% of the portfolio, ranked #2.

Copperleaf Capital first reported a position in FBTC in Q1 2024 and has held it in 7 quarters since. 682 funds tracked by Wall St. Rank hold FBTC as of Q3 2025.

  • Copperleaf Capital held 133,669 shares of Fidelity Wise Origin Bitcoin Fund worth $13.3M as of Q3 2025.
  • Copperleaf Capital bought 21,376 Fidelity Wise Origin Bitcoin Fund shares in Q3 2025, an estimated $2.14M.
  • Fidelity Wise Origin Bitcoin Fund made up 6.4% of Copperleaf Capital's portfolio in Q3 2025, its #2 holding.
  • Copperleaf Capital first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 7 quarters since.
  • 682 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.