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 Q2	$3.2M	Buy	+62,642	New	+$3.91M	0.02%	333
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

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

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

Wealthspire Advisors (New York) opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026: 62,642 shares worth $3.2M. The stake represents 0.02% of the portfolio and ranks #333 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in FBTC as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in FBTC in Q2 2024 and has held it in 8 quarters since. 626 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Wealthspire Advisors (New York) held 62,642 shares of Fidelity Wise Origin Bitcoin Fund worth $3.2M as of Q2 2026.
Fidelity Wise Origin Bitcoin Fund was a new Wealthspire Advisors (New York) position in Q2 2026.
Fidelity Wise Origin Bitcoin Fund made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #333 holding.
Wealthspire Advisors (New York) first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 8 quarters since.
626 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

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