Equitable Trust’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
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

Equitable Trust's FBTC Position: Q1 2026 in Review

Equitable Trust opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q1 2026: 9,763 shares worth $576K. The stake represents 0.03% of the portfolio and ranks #297 among its holdings. This is a return to the name: Equitable Trust previously reported a position in FBTC as recently as Q3 2025.

Equitable Trust first reported a position in FBTC in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.37M in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Equitable Trust held 9,763 shares of Fidelity Wise Origin Bitcoin Fund worth $576K as of Q1 2026.
  • Fidelity Wise Origin Bitcoin Fund was a new Equitable Trust position in Q1 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.03% of Equitable Trust's portfolio in Q1 2026, its #297 holding.
  • Equitable Trust first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 7 quarters since.
  • Equitable Trust's Fidelity Wise Origin Bitcoin Fund position peaked at $2.37M in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.