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

Ritholtz 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
2026 Q3	$480K	Buy	6,604 +1,014	+18%	+$62.8K	0.01%	887
2026 Q2	$285K	Buy	5,590 +644	+13%	+$40.2K	﹤0.01%	1078
2026 Q1	$292K	Buy	4,946 +268	+6%	+$17.8K	0.01%	990
2025 Q4	$357K	Hold	4,678	–	–	0.01%	829
2025 Q3	$467K	Sell	4,678 -30	-0.6%	-$3K	0.01%	703
2025 Q2	$443K	Buy	4,708 +430	+10%	+$37K	0.01%	673
2025 Q1	$308K	Buy	4,278 +644	+18%	+$52.4K	0.01%	740
2024 Q4	$296K	Buy	+3,634	New	+$264K	0.01%	707

Other funds holding FBTC

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Vestor Capital Chicago, Illinois $1.62B AUM 33.15% 1-Year Est. Return

United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Atlas Wealth Partners Wyomissing, Pennsylvania $97.1M AUM 14.23% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Ritholtz Wealth Management's FBTC Position: Q3 2026 in Review

Ritholtz Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 18% in Q3 2026, buying an estimated $62.8K and bringing the position to 6,604 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #887.

Ritholtz Wealth Management first reported a position in FBTC in Q4 2024 and has held it in 8 quarters since. 418 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

Ritholtz Wealth Management held 6,604 shares of Fidelity Wise Origin Bitcoin Fund worth $480K as of Q3 2026.
Ritholtz Wealth Management bought 1,014 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $62.8K.
Fidelity Wise Origin Bitcoin Fund made up 0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #887 holding.
Ritholtz Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 8 quarters since.
418 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.