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Wedmont Private Capital’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Wedmont Private Capital’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
Q3 		$1.55M Sell
21,814
-250
-1% -$15.5K 0.04% 261
2026
Q2 		$1.23M Buy
22,064
+11,151
+102% +$697K 0.03% 297
2026
Q1 		$678K Buy
10,913
+1,010
+10% +$67.2K 0.02% 400
2025
Q4 		$785K Buy
9,903
+4,554
+85% +$397K 0.03% 350
2025
Q3 		$568K Sell
5,349
-2,000
-27% -$200K 0.02% 428
2025
Q2 		$718K Buy
7,349
+1,300
+21% +$112K 0.03% 343
2025
Q1 		$443K Buy
6,049
+2,578
+74% +$210K 0.02% 415
2024
Q4 		$287K Buy
+3,471
New +$252K 0.02% 547
2024
Q2 		– Sell
-3,471
Closed -$209K – 652
2024
Q1 		$209K Buy
+3,471
New +$166K 0.02% 563

Other funds holding FBTC

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Wedmont Private Capital's FBTC Position: Q3 2026 in Review

Wedmont Private Capital reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 1.1% in Q3 2026, selling an estimated $15.5K and leaving 21,814 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #261.

Wedmont Private Capital first reported a position in FBTC in Q1 2024 and has held it in 9 quarters since. 27 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

  • Wedmont Private Capital held 21,814 shares of Fidelity Wise Origin Bitcoin Fund worth $1.55M as of Q3 2026.
  • Wedmont Private Capital sold 250 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $15.5K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.04% of Wedmont Private Capital's portfolio in Q3 2026, its #261 holding.
  • Wedmont Private Capital first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 9 quarters since.
  • 27 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.