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WCG Wealth Advisors’s Franklin Bitcoin ETF EZBC Stock Holding History

WCG Wealth Advisors’s Portfolio EZBC Stock Details EZBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$413K Sell
10,536
-5,817
-36% -$257K 0.01% 479
2025
Q4 		$827K Buy
16,353
+4,013
+33% +$232K 0.02% 382
2025
Q3 		$817K Buy
12,340
+250
+2% +$16.6K 0.05% 258
2025
Q2 		$755K Buy
+12,090
New +$691K 0.05% 256

Other funds holding EZBC

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

WCG Wealth Advisors's EZBC Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Franklin Bitcoin ETF (EZBC) stake by 36% in Q1 2026, selling an estimated $257K and leaving 10,536 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #479.

WCG Wealth Advisors first reported a position in EZBC in Q2 2025 and has held it in 4 quarters since. The position peaked at $827K in Q4 2025. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

  • WCG Wealth Advisors held 10,536 shares of Franklin Bitcoin ETF worth $413K as of Q1 2026.
  • WCG Wealth Advisors sold 5,817 Franklin Bitcoin ETF shares in Q1 2026, an estimated $257K.
  • Franklin Bitcoin ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q1 2026, its #479 holding.
  • WCG Wealth Advisors first reported a position in Franklin Bitcoin ETF in Q2 2025 and has held it in 4 quarters since.
  • WCG Wealth Advisors's Franklin Bitcoin ETF position peaked at $827K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.