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

Exencial 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
2025
Q1 		– Sell
-5,700
Closed -$465K – 499
2024
Q4 		$465K Buy
+5,700
New +$413K 0.02% 375

Other funds holding FBTC

Millennium Management
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Morgan Stanley
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Exencial Wealth Advisors's FBTC Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 22% in Q1 2026, selling an estimated $1.49M and leaving 80,117 shares worth $4.73M. The position accounts for 0.15% of the portfolio, ranked #146.

Exencial Wealth Advisors first reported a position in FBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.1M in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Exencial Wealth Advisors held 80,117 shares of Fidelity Wise Origin Bitcoin Fund worth $4.73M as of Q1 2026.
  • Exencial Wealth Advisors sold 22,374 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $1.49M.
  • Fidelity Wise Origin Bitcoin Fund made up 0.15% of Exencial Wealth Advisors's portfolio in Q1 2026, its #146 holding.
  • Exencial Wealth Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 9 quarters since.
  • Exencial Wealth Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $10.1M in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.