Diversify Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Diversify Wealth Management’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	$689K	Sell	12,194 -213,975	-95%	-$13.4M	0.01%	771
2026 Q1	$14.9M	Buy	226,169 +222,552	+6,153%	+$14.8M	0.27%	72
2025 Q4	$298K	Hold	3,617	–	–	0.01%	527
2025 Q3	$336K	Buy	3,617 +56	+2%	+$5.59K	0.02%	441
2025 Q2	$372K	Buy	3,561 +1	+0%	+$86	0.02%	423
2025 Q1	$296K	Buy	3,560 +186	+6%	+$15.1K	0.02%	437
2024 Q4	$279K	Buy	+3,374	New	+$245K	0.02%	443

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

Diversify Wealth Management's FBTC Position: Q2 2026 in Review

Diversify Wealth Management reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 95% in Q2 2026, selling an estimated $13.4M and leaving 12,194 shares worth $689K. The position accounts for 0.01% of the portfolio, ranked #771.

Diversify Wealth Management first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.9M in Q1 2026. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Diversify Wealth Management held 12,194 shares of Fidelity Wise Origin Bitcoin Fund worth $689K as of Q2 2026.
Diversify Wealth Management sold 213,975 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $13.4M.
Fidelity Wise Origin Bitcoin Fund made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #771 holding.
Diversify Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
Diversify Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $14.9M in Q1 2026.
619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.