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

Gitterman Wealth Management’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
Q3 		$585K Buy
5,865
+1,354
+30% +$135K 0.13% 41
2025
Q2 		$424K Buy
4,511
+205
+5% +$17.6K 0.1% 54
2025
Q1 		$310K Buy
4,306
+1,195
+38% +$97.2K 0.08% 75
2024
Q4 		$254K Buy
+3,111
New +$226K 0.11% 87

Other funds holding FBTC

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return

Gitterman Wealth Management's FBTC Position: Q3 2025 in Review

Gitterman Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 30% in Q3 2025, buying an estimated $135K and bringing the position to 5,865 shares worth $585K. The position accounts for 0.13% of the portfolio, ranked #41.

Gitterman Wealth Management first reported a position in FBTC in Q4 2024 and has held it in 4 quarters since. 682 funds tracked by Wall St. Rank hold FBTC as of Q3 2025.

  • Gitterman Wealth Management held 5,865 shares of Fidelity Wise Origin Bitcoin Fund worth $585K as of Q3 2025.
  • Gitterman Wealth Management bought 1,354 Fidelity Wise Origin Bitcoin Fund shares in Q3 2025, an estimated $135K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.13% of Gitterman Wealth Management's portfolio in Q3 2025, its #41 holding.
  • Gitterman Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 4 quarters since.
  • 682 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.