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 Q2	$1.56M	Sell	30,610 -6,877	-18%	-$430K	0.34%	97
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

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

SMART Wealth's FBTC Position: Q2 2026 in Review

SMART Wealth reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 18% in Q2 2026, selling an estimated $430K and leaving 30,610 shares worth $1.56M. The position accounts for 0.34% of the portfolio, ranked #97.

SMART Wealth first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.83M in Q3 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

SMART Wealth held 30,610 shares of Fidelity Wise Origin Bitcoin Fund worth $1.56M as of Q2 2026.
SMART Wealth sold 6,877 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $430K.
Fidelity Wise Origin Bitcoin Fund made up 0.34% of SMART Wealth's portfolio in Q2 2026, its #97 holding.
SMART Wealth first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
SMART Wealth's Fidelity Wise Origin Bitcoin Fund position peaked at $2.83M in Q3 2025.
622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.