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 Q2	$339K	Sell	10,007 -3,756	-27%	-$156K	﹤0.01%	954
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

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

Wealthspire Advisors (New York)'s EZBC Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Franklin Bitcoin ETF (EZBC) stake by 27% in Q2 2026, selling an estimated $156K and leaving 10,007 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Wealthspire Advisors (New York) first reported a position in EZBC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q4 2024. 73 funds tracked by Wall St. Rank hold EZBC as of Q2 2026.

Wealthspire Advisors (New York) held 10,007 shares of Franklin Bitcoin ETF worth $339K as of Q2 2026.
Wealthspire Advisors (New York) sold 3,756 Franklin Bitcoin ETF shares in Q2 2026, an estimated $156K.
Franklin Bitcoin ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #954 holding.
Wealthspire Advisors (New York) first reported a position in Franklin Bitcoin ETF in Q4 2024 and has held it in 7 quarters since.
Wealthspire Advisors (New York)'s Franklin Bitcoin ETF position peaked at $1.15M in Q4 2024.
73 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.