Equitable Trust’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Equitable Trust’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	$498K	Hold	9,763	–	–	0.02%	321
2026 Q1	$576K	Buy	+9,763	New	+$649K	0.03%	297
2025 Q4	–	Sell	-23,762	Closed	-$2.37M	–	446
2025 Q3	$2.37M	Buy	23,762 +15,711	+195%	+$1.57M	0.11%	144
2025 Q2	$757K	Hold	8,051	–	–	0.04%	264
2025 Q1	$579K	Buy	8,051 +2,500	+45%	+$203K	0.03%	283
2024 Q4	$453K	Hold	5,551	–	–	0.03%	336
2024 Q3	$308K	Hold	5,551	–	–	0.02%	386
2024 Q2	$301K	Buy	+5,551	New	+$318K	0.02%	383

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

Equitable Trust's FBTC Position: Q2 2026 in Review

Equitable Trust held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 9,763 shares worth $498K. The position accounts for 0.02% of the portfolio, ranked #321.

Equitable Trust first reported a position in FBTC in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.37M in Q3 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Equitable Trust held 9,763 shares of Fidelity Wise Origin Bitcoin Fund worth $498K as of Q2 2026.
Equitable Trust left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
Fidelity Wise Origin Bitcoin Fund made up 0.02% of Equitable Trust's portfolio in Q2 2026, its #321 holding.
Equitable Trust first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 8 quarters since.
Equitable Trust's Fidelity Wise Origin Bitcoin Fund position peaked at $2.37M in Q3 2025.
622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.