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

Dudley Capital 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 		$410K Sell
8,033
-50
-0.6% -$3.12K 0.16% 100
2026
Q1 		$477K Sell
8,083
-1,575
-16% -$105K 0.21% 84
2025
Q4 		$736K Buy
9,658
+1,125
+13% +$98.2K 0.32% 64
2025
Q3 		$852K Buy
8,533
+55
+0.6% +$5.5K 0.38% 59
2025
Q2 		$797K Buy
8,478
+3,346
+65% +$288K 0.4% 62
2025
Q1 		$369K Buy
+5,132
New +$417K 0.19% 85

Other funds holding FBTC

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM

Dudley Capital Management's FBTC Position: Q2 2026 in Review

Dudley Capital Management reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.62% in Q2 2026, selling an estimated $3.12K and leaving 8,033 shares worth $410K. The position accounts for 0.16% of the portfolio, ranked #100.

Dudley Capital Management first reported a position in FBTC in Q1 2025 and has held it in 6 quarters since. The position peaked at $852K in Q3 2025. 276 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Dudley Capital Management held 8,033 shares of Fidelity Wise Origin Bitcoin Fund worth $410K as of Q2 2026.
  • Dudley Capital Management sold 50 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $3.12K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.16% of Dudley Capital Management's portfolio in Q2 2026, its #100 holding.
  • Dudley Capital Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2025 and has held it in 6 quarters since.
  • Dudley Capital Management's Fidelity Wise Origin Bitcoin Fund position peaked at $852K in Q3 2025.
  • 276 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.