EP Wealth Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

EP Wealth Advisors’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	$4.52M	Buy	88,593 +37,185	+72%	+$2.32M	0.02%	402
2026 Q1	$3.03M	Buy	51,408 +4,872	+10%	+$324K	0.01%	393
2025 Q4	$3.55M	Buy	+46,536	New	+$4.06M	0.02%	335
2025 Q2	$3.12M	Buy	33,243 +3,793	+13%	+$326K	0.02%	336
2025 Q1	$2.12M	Buy	29,450 +5,807	+25%	+$472K	0.02%	360
2024 Q4	$1.93M	Buy	23,643 +1,374	+6%	+$99.7K	0.02%	366
2024 Q3	$1.24M	Buy	22,269 +277	+1%	+$14.8K	0.01%	447
2024 Q2	$1.15M	Buy	21,992 +924	+4%	+$53K	0.01%	366
2024 Q1	$1.31M	Buy	+21,068	New	+$1.01M	0.02%	335

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

EP Wealth Advisors's FBTC Position: Q2 2026 in Review

EP Wealth Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 72% in Q2 2026, buying an estimated $2.32M and bringing the position to 88,593 shares worth $4.52M. The position accounts for 0.02% of the portfolio, ranked #402.

EP Wealth Advisors first reported a position in FBTC in Q1 2024 and has held it in 9 quarters since. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

EP Wealth Advisors held 88,593 shares of Fidelity Wise Origin Bitcoin Fund worth $4.52M as of Q2 2026.
EP Wealth Advisors bought 37,185 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $2.32M.
Fidelity Wise Origin Bitcoin Fund made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #402 holding.
EP Wealth Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 9 quarters since.
619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.