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Wealth Dimensions Group’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Wealth Dimensions Group’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 		$493K Hold
9,664
– – 0.09% 106
2026
Q1 		$570K Buy
9,664
+161
+2% +$10.7K 0.11% 96
2025
Q4 		$724K Buy
9,503
+3
+0% +$262 0.14% 75
2025
Q3 		$948K Buy
9,500
+6,643
+233% +$664K 0.19% 66
2025
Q2 		$269K Buy
+2,857
New +$246K 0.06% 141

Other funds holding FBTC

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CF
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
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
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

Wealth Dimensions Group's FBTC Position: Q2 2026 in Review

Wealth Dimensions Group held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 9,664 shares worth $493K. The position accounts for 0.09% of the portfolio, ranked #106.

Wealth Dimensions Group first reported a position in FBTC in Q2 2025 and has held it in 5 quarters since. The position peaked at $948K in Q3 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Wealth Dimensions Group held 9,664 shares of Fidelity Wise Origin Bitcoin Fund worth $493K as of Q2 2026.
  • Wealth Dimensions Group left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.09% of Wealth Dimensions Group's portfolio in Q2 2026, its #106 holding.
  • Wealth Dimensions Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and has held it in 5 quarters since.
  • Wealth Dimensions Group's Fidelity Wise Origin Bitcoin Fund position peaked at $948K in Q3 2025.
  • 622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.