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 Q2	$361K	Buy	10,636 +100	+0.9%	+$4.15K	0.01%	524
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Vance Wealth Santa Clarita, California $444M AUM 23.83% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TCM

Tuttle Capital Management Riverside, Connecticut $148M AUM 64.07% 1-Year Est. Return

WCG Wealth Advisors's EZBC Position: Q2 2026 in Review

WCG Wealth Advisors increased its Franklin Bitcoin ETF (EZBC) stake by 0.95% in Q2 2026, buying an estimated $4.15K and bringing the position to 10,636 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #524.

WCG Wealth Advisors first reported a position in EZBC in Q2 2025 and has held it in 5 quarters since. The position peaked at $827K in Q4 2025. 74 funds tracked by Wall St. Rank hold EZBC as of Q2 2026.

WCG Wealth Advisors held 10,636 shares of Franklin Bitcoin ETF worth $361K as of Q2 2026.
WCG Wealth Advisors bought 100 Franklin Bitcoin ETF shares in Q2 2026, an estimated $4.15K.
Franklin Bitcoin ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #524 holding.
WCG Wealth Advisors first reported a position in Franklin Bitcoin ETF in Q2 2025 and has held it in 5 quarters since.
WCG Wealth Advisors's Franklin Bitcoin ETF position peaked at $827K in Q4 2025.
74 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.