Creative Planning’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Creative Planning’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	$7.77M	Sell	152,248 -8,736	-5%	-$546K	﹤0.01%	1070
2026 Q1	$9.5M	Buy	160,984 +9,324	+6%	+$620K	0.01%	719
2025 Q4	$11.6M	Buy	151,660 +8,056	+6%	+$703K	0.01%	562
2025 Q3	$14.3M	Buy	143,604 +20,061	+16%	+$2M	0.01%	452
2025 Q2	$11.6M	Buy	123,543 +4,176	+3%	+$359K	0.01%	471
2025 Q1	$8.59M	Buy	119,367 +4,424	+4%	+$360K	0.01%	537
2024 Q4	$9.38M	Buy	114,943 +16,385	+17%	+$1.19M	0.01%	465
2024 Q3	$5.47M	Buy	98,558 +13,892	+16%	+$741K	0.01%	611
2024 Q2	$4.44M	Buy	84,666 +19,676	+30%	+$1.13M	﹤0.01%	663
2024 Q1	$4.03M	Buy	+64,990	New	+$3.11M	﹤0.01%	687

Other funds holding FBTC

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return

PCM

Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

PRA

Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return

Creative Planning's FBTC Position: Q2 2026 in Review

Creative Planning reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 5.4% in Q2 2026, selling an estimated $546K and leaving 152,248 shares worth $7.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Creative Planning first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.3M in Q3 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Creative Planning held 152,248 shares of Fidelity Wise Origin Bitcoin Fund worth $7.77M as of Q2 2026.
Creative Planning sold 8,736 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $546K.
Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1070 holding.
Creative Planning first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
Creative Planning's Fidelity Wise Origin Bitcoin Fund position peaked at $14.3M in Q3 2025.
622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.