Envestnet Asset Management’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
2026
Q2
$33.7M Buy
661,034
+51,954
+9% +$3.25M 0.01% 1092
2026
Q1
$36M Buy
609,080
+74,955
+14% +$4.99M 0.01% 973
2025
Q4
$40.7M Sell
534,125
-135,729
-20% -$11.8M 0.01% 843
2025
Q3
$66.9M Sell
669,854
-4,737
-0.7% -$473K 0.02% 653
2025
Q2
$63.4M Sell
674,591
-110,401
-14% -$9.5M 0.02% 669
2025
Q1
$56.5M Buy
784,992
+89,709
+13% +$7.3M 0.02% 668
2024
Q4
$56.7M Buy
695,283
+98,818
+17% +$7.17M 0.02% 648
2024
Q3
$33.1M Sell
596,465
-253,127
-30% -$13.5M 0.01% 916
2024
Q2
$44.6M Buy
849,592
+167,201
+25% +$9.59M 0.02% 719
2024
Q1
$42.3M Buy
+682,391
New +$32.6M 0.02% 733

Other funds holding FBTC

Envestnet Asset Management's FBTC Position: Q2 2026 in Review

Envestnet Asset Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 8.5% in Q2 2026, buying an estimated $3.25M and bringing the position to 661,034 shares worth $33.7M. The position accounts for 0.01% of the portfolio, ranked #1092.

Envestnet Asset Management first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $66.9M in Q3 2025. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Envestnet Asset Management held 661,034 shares of Fidelity Wise Origin Bitcoin Fund worth $33.7M as of Q2 2026.
  • Envestnet Asset Management bought 51,954 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $3.25M.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1092 holding.
  • Envestnet Asset Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
  • Envestnet Asset Management's Fidelity Wise Origin Bitcoin Fund position peaked at $66.9M in Q3 2025.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.