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

Wealth Effects’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	$307K	Buy	6,005 +65	+1%	+$4.06K	0.08%	185
2026 Q1	$351K	Sell	5,940 -2,985	-33%	-$199K	0.12%	139
2025 Q4	$680K	Buy	8,925 +2,515	+39%	+$219K	0.21%	87
2025 Q3	$640K	Buy	6,410 +1,500	+31%	+$150K	0.21%	94
2025 Q2	$461K	Buy	4,910 +25	+0.5%	+$2.15K	0.17%	108
2025 Q1	$352K	Buy	4,885 +2,070	+74%	+$168K	0.15%	126
2024 Q4	$230K	Buy	+2,815	New	+$204K	0.08%	187

Other funds holding FBTC

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Effects's FBTC Position: Q2 2026 in Review

Wealth Effects increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 1.1% in Q2 2026, buying an estimated $4.06K and bringing the position to 6,005 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #185.

Wealth Effects first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $680K in Q4 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Wealth Effects held 6,005 shares of Fidelity Wise Origin Bitcoin Fund worth $307K as of Q2 2026.
Wealth Effects bought 65 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $4.06K.
Fidelity Wise Origin Bitcoin Fund made up 0.08% of Wealth Effects's portfolio in Q2 2026, its #185 holding.
Wealth Effects first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
Wealth Effects's Fidelity Wise Origin Bitcoin Fund position peaked at $680K in Q4 2025.
622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.