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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
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

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return

Ritholtz Wealth Management's FBTC Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 13% in Q2 2026, buying an estimated $40.2K and bringing the position to 5,590 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Ritholtz Wealth Management first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $467K in Q3 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Ritholtz Wealth Management held 5,590 shares of Fidelity Wise Origin Bitcoin Fund worth $285K as of Q2 2026.
  • Ritholtz Wealth Management bought 644 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $40.2K.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1078 holding.
  • Ritholtz Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
  • Ritholtz Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $467K in Q3 2025.
  • 622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.