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

SMART Wealth’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 Q1	$2.21M	Buy	37,487 +929	+3%	+$61.8K	0.65%	50
2025 Q4	$2.79M	Buy	36,558 +8,208	+29%	+$716K	0.85%	40
2025 Q3	$2.83M	Buy	28,350 +833	+3%	+$83.2K	1.07%	36
2025 Q2	$2.59M	Sell	27,517 -9,236	-25%	-$795K	0.81%	43
2025 Q1	$2.65M	Buy	36,753 +3,589	+11%	+$292K	0.95%	34
2024 Q4	$2.71M	Buy	33,164 +9,674	+41%	+$702K	0.96%	30
2024 Q3	$1.3M	Buy	23,490 +10,417	+80%	+$555K	0.51%	47
2024 Q2	$686K	Buy	13,073 +3,222	+33%	+$185K	0.28%	65
2024 Q1	$611K	Buy	+9,851	New	+$471K	0.28%	63

Other funds holding FBTC

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

PRA

Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

SMART Wealth's FBTC Position: Q1 2026 in Review

SMART Wealth increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 2.5% in Q1 2026, buying an estimated $61.8K and bringing the position to 37,487 shares worth $2.21M. The position accounts for 0.65% of the portfolio, ranked #50.

SMART Wealth first reported a position in FBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.83M in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

SMART Wealth held 37,487 shares of Fidelity Wise Origin Bitcoin Fund worth $2.21M as of Q1 2026.
SMART Wealth bought 929 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $61.8K.
Fidelity Wise Origin Bitcoin Fund made up 0.65% of SMART Wealth's portfolio in Q1 2026, its #50 holding.
SMART Wealth first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 9 quarters since.
SMART Wealth's Fidelity Wise Origin Bitcoin Fund position peaked at $2.83M in Q3 2025.
640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.