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Warren Street Wealth Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Warren Street Wealth Advisors’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 		$575K Hold
11,264
– – 0.13% 65
2026
Q1 		$665K Buy
+11,264
New +$749K 0.17% 51

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UCMOK
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EWA
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BFA
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HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Warren Street Wealth Advisors's FBTC Position: Q2 2026 in Review

Warren Street Wealth Advisors held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 11,264 shares worth $575K. The position accounts for 0.13% of the portfolio, ranked #65.

Warren Street Wealth Advisors first reported a position in FBTC in Q1 2026 and has held it in 2 quarters since. The position peaked at $665K in Q1 2026. 400 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Warren Street Wealth Advisors held 11,264 shares of Fidelity Wise Origin Bitcoin Fund worth $575K as of Q2 2026.
  • Warren Street Wealth Advisors left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.13% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • Warren Street Wealth Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2026 and has held it in 2 quarters since.
  • Warren Street Wealth Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $665K in Q1 2026.
  • 400 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.