Ritholtz Wealth Management’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
$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

Ritholtz Wealth Management's FBTC Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 5.7% in Q1 2026, buying an estimated $17.8K and bringing the position to 4,946 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #990.

Ritholtz Wealth Management first reported a position in FBTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $467K in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Ritholtz Wealth Management held 4,946 shares of Fidelity Wise Origin Bitcoin Fund worth $292K as of Q1 2026.
  • Ritholtz Wealth Management bought 268 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $17.8K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #990 holding.
  • Ritholtz Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 6 quarters since.
  • Ritholtz Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $467K in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.