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 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 35.19% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wedmont Private Capital's FBTC Position: Q2 2026 in Review

Wedmont Private Capital increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 102% in Q2 2026, buying an estimated $697K and bringing the position to 22,064 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #297.

Wedmont Private Capital first reported a position in FBTC in Q1 2024 and has held it in 8 quarters since. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Wedmont Private Capital held 22,064 shares of Fidelity Wise Origin Bitcoin Fund worth $1.23M as of Q2 2026.
Wedmont Private Capital bought 11,151 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $697K.
Fidelity Wise Origin Bitcoin Fund made up 0.03% of Wedmont Private Capital's portfolio in Q2 2026, its #297 holding.
Wedmont Private Capital first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 8 quarters since.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.