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

Smallwood Wealth Investment 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 		$252K Hold
4,946
– – 0.11% 83
2026
Q1 		$292K Sell
4,946
-100
-2% -$6.65K 0.15% 67
2025
Q4 		$385K Sell
5,046
-100
-2% -$8.73K 0.2% 55
2025
Q3 		$514K Hold
5,146
– – 0.26% 48
2025
Q2 		$484K Hold
5,146
– – 0.28% 45
2025
Q1 		$370K Hold
5,146
– – 0.23% 50
2024
Q4 		$420K Buy
+5,146
New +$373K 0.29% 52
2024
Q3 		– Sell
-6,803
Closed -$357K – 72
2024
Q2 		$357K Buy
+6,803
New +$390K 0.28% 53

Other funds holding FBTC

Schonfeld Strategic Advisors
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
Cantor Fitzgerald
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
Patient Capital Management
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

Smallwood Wealth Investment Management's FBTC Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 4,946 shares worth $252K. The position accounts for 0.11% of the portfolio, ranked #83.

Smallwood Wealth Investment Management first reported a position in FBTC in Q2 2024 and has held it in 8 quarters since. The position peaked at $514K in Q3 2025. 626 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Smallwood Wealth Investment Management held 4,946 shares of Fidelity Wise Origin Bitcoin Fund worth $252K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.11% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #83 holding.
  • Smallwood Wealth Investment Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 8 quarters since.
  • Smallwood Wealth Investment Management's Fidelity Wise Origin Bitcoin Fund position peaked at $514K in Q3 2025.
  • 626 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.