Wealthspire Advisors (New York)’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Wealthspire Advisors (New York)’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 Q1	–	Sell	-5,668	Closed	-$432K	–	992
2025 Q4	$432K	Sell	5,668 -1,048	-16%	-$91.5K	﹤0.01%	659
2025 Q3	$670K	Sell	6,716 -196	-3%	-$19.6K	﹤0.01%	474
2025 Q2	$650K	Buy	6,912 +95	+1%	+$8.18K	﹤0.01%	476
2025 Q1	$491K	Sell	6,817 -5	-0.1%	-$407	﹤0.01%	517
2024 Q4	$557K	Buy	6,822 +2,722	+66%	+$197K	0.01%	491
2024 Q3	$228K	Buy	4,100 +180	+5%	+$9.6K	﹤0.01%	681
2024 Q2	$206K	Buy	+3,920	New	+$225K	﹤0.01%	618

Other funds holding FBTC

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

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

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

PRA

Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q1 2026, closing a stake of 5,668 shares — an estimated $432K sold.

Wealthspire Advisors (New York) first reported a position in FBTC in Q2 2024 and held it in 7 quarters. The position peaked at $670K in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 5,668 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $432K.
Wealthspire Advisors (New York) first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and held it in 7 quarters.
Wealthspire Advisors (New York)'s Fidelity Wise Origin Bitcoin Fund position peaked at $670K in Q3 2025.
640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

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