EWM
FBTC icon

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

Endowment 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 		$547K Buy
10,706
+1,703
+19% +$106K 0.21% 81
2026
Q1 		$531K Buy
9,003
+1,827
+25% +$122K 0.24% 79
2025
Q4 		$547K Buy
7,176
+1,580
+28% +$138K 0.25% 79
2025
Q3 		$559K Buy
5,596
+896
+19% +$89.5K 0.25% 78
2025
Q2 		$442K Buy
4,700
+1,484
+46% +$128K 0.23% 82
2025
Q1 		$231K Buy
3,216
+398
+14% +$32.4K 0.15% 123
2024
Q4 		$230K Buy
+2,818
New +$204K 0.15% 119

Other funds holding FBTC

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CF
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
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
PRA
Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return

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

Endowment Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 19% in Q2 2026, buying an estimated $106K and bringing the position to 10,706 shares worth $547K. The position accounts for 0.21% of the portfolio, ranked #81.

Endowment Wealth Management first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $559K in Q3 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Endowment Wealth Management held 10,706 shares of Fidelity Wise Origin Bitcoin Fund worth $547K as of Q2 2026.
  • Endowment Wealth Management bought 1,703 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $106K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.21% of Endowment Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Endowment Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
  • Endowment Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $559K in Q3 2025.
  • 622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.