WealthPlan Investment Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

WealthPlan Investment Management’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	$1.49M	Sell	29,141 -82	-0.3%	-$5.12K	0.07%	190
2026 Q1	$1.73M	Buy	29,223 +1,844	+7%	+$123K	0.1%	170
2025 Q4	$2.09M	Buy	27,379 +7,558	+38%	+$660K	0.13%	136
2025 Q3	$1.98M	Buy	19,821 +5,229	+36%	+$522K	0.13%	132
2025 Q2	$1.37M	Buy	14,592 +2,044	+16%	+$176K	0.1%	157
2025 Q1	$903K	Buy	12,548 +3,819	+44%	+$311K	0.09%	137
2024 Q4	$712K	Buy	8,729 +3,197	+58%	+$232K	0.07%	146
2024 Q3	$307K	Buy	5,532 +794	+17%	+$42.3K	0.03%	205
2024 Q2	$249K	Buy	+4,738	New	+$272K	0.04%	167

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

WealthPlan Investment Management's FBTC Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.28% in Q2 2026, selling an estimated $5.12K and leaving 29,141 shares worth $1.49M. The position accounts for 0.07% of the portfolio, ranked #190.

WealthPlan Investment Management first reported a position in FBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.09M in Q4 2025. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

WealthPlan Investment Management held 29,141 shares of Fidelity Wise Origin Bitcoin Fund worth $1.49M as of Q2 2026.
WealthPlan Investment Management sold 82 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $5.12K.
Fidelity Wise Origin Bitcoin Fund made up 0.07% of WealthPlan Investment Management's portfolio in Q2 2026, its #190 holding.
WealthPlan Investment Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 9 quarters since.
WealthPlan Investment Management's Fidelity Wise Origin Bitcoin Fund position peaked at $2.09M in Q4 2025.
619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.