Wealthspire Advisors (New York)’s Franklin Bitcoin ETF EZBC Stock Holding History

Wealthspire Advisors (New York)’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	$539K	Sell	13,763 -925	-6%	-$40.9K	﹤0.01%	552
2025 Q4	$743K	Buy	14,688 +920	+7%	+$53.3K	0.01%	503
2025 Q3	$912K	Buy	13,768 +2,640	+24%	+$175K	﹤0.01%	409
2025 Q2	$695K	Sell	11,128 -7,560	-40%	-$432K	﹤0.01%	457
2025 Q1	$893K	Sell	18,688 -2,566	-12%	-$138K	0.01%	397
2024 Q4	$1.15M	Buy	+21,254	New	+$1.02M	0.01%	345

Other funds holding EZBC

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s EZBC Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Franklin Bitcoin ETF (EZBC) stake by 6.3% in Q1 2026, selling an estimated $40.9K and leaving 13,763 shares worth $539K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Wealthspire Advisors (New York) first reported a position in EZBC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.15M in Q4 2024. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

Wealthspire Advisors (New York) held 13,763 shares of Franklin Bitcoin ETF worth $539K as of Q1 2026.
Wealthspire Advisors (New York) sold 925 Franklin Bitcoin ETF shares in Q1 2026, an estimated $40.9K.
Franklin Bitcoin ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #552 holding.
Wealthspire Advisors (New York) first reported a position in Franklin Bitcoin ETF in Q4 2024 and has held it in 6 quarters since.
Wealthspire Advisors (New York)'s Franklin Bitcoin ETF position peaked at $1.15M in Q4 2024.
81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.