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

Waldron Private 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 		$770K Buy
15,080
+1,710
+13% +$107K 0.03% 176
2026
Q1 		$789K Buy
13,370
+1,166
+10% +$77.6K 0.03% 169
2025
Q4 		$930K Buy
12,204
+1,806
+17% +$158K 0.04% 148
2025
Q3 		$1.04M Buy
10,398
+3,578
+52% +$357K 0.04% 143
2025
Q2 		$641K Buy
6,820
+1,190
+21% +$102K 0.03% 174
2025
Q1 		$405K Sell
5,630
-545
-9% -$44.3K 0.02% 200
2024
Q4 		$504K Sell
6,175
-11,060
-64% -$802K 0.02% 252
2024
Q3 		$957K Buy
17,235
+1,060
+7% +$56.5K 0.04% 167
2024
Q2 		$849K Hold
16,175
– – 0.04% 172
2024
Q1 		$1M Buy
+16,175
New +$774K 0.05% 161

Other funds holding FBTC

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Waldron Private Wealth's FBTC Position: Q2 2026 in Review

Waldron Private Wealth increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 13% in Q2 2026, buying an estimated $107K and bringing the position to 15,080 shares worth $770K. The position accounts for 0.03% of the portfolio, ranked #176.

Waldron Private Wealth first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.04M in Q3 2025. 105 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Waldron Private Wealth held 15,080 shares of Fidelity Wise Origin Bitcoin Fund worth $770K as of Q2 2026.
  • Waldron Private Wealth bought 1,710 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $107K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.03% of Waldron Private Wealth's portfolio in Q2 2026, its #176 holding.
  • Waldron Private Wealth first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
  • Waldron Private Wealth's Fidelity Wise Origin Bitcoin Fund position peaked at $1.04M in Q3 2025.
  • 105 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.