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

Evexia Wealth’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 Q1	$3.61M	Buy	56,511 +12,921	+30%	+$860K	0.99%	32
2025 Q4	$3.71M	Buy	43,590 +5,535	+15%	+$483K	1.04%	31
2025 Q3	$3.85M	Sell	38,055 -438	-1%	-$43.8K	1.15%	28
2025 Q2	$3.94M	Sell	38,493 -33	-0.1%	-$2.84K	1.24%	30
2025 Q1	$2.77M	Buy	38,526 +483	+1%	+$39.3K	1.01%	32
2024 Q4	$3.18M	Buy	38,043 +2,692	+8%	+$195K	1.08%	32
2024 Q3	$1.96M	Buy	35,351 +23,452	+197%	+$1.25M	0.69%	37
2024 Q2	$711K	Buy	+11,899	New	+$682K	0.27%	43

Other funds holding FBTC

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

PRA

Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Evexia Wealth's FBTC Position: Q1 2026 in Review

Evexia Wealth increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 30% in Q1 2026, buying an estimated $860K and bringing the position to 56,511 shares worth $3.61M. The position accounts for 0.99% of the portfolio, ranked #32.

Evexia Wealth first reported a position in FBTC in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.94M in Q2 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

Evexia Wealth held 56,511 shares of Fidelity Wise Origin Bitcoin Fund worth $3.61M as of Q1 2026.
Evexia Wealth bought 12,921 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $860K.
Fidelity Wise Origin Bitcoin Fund made up 0.99% of Evexia Wealth's portfolio in Q1 2026, its #32 holding.
Evexia Wealth first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 8 quarters since.
Evexia Wealth's Fidelity Wise Origin Bitcoin Fund position peaked at $3.94M in Q2 2025.
640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Evexia Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.