Werba Rubin Papier Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$300K Buy
5,878
+1,684
+40% +$105K 0.04% 224
2026
Q1
$248K Sell
4,194
-3,321
-44% -$221K 0.03% 233
2025
Q4
$573K Buy
7,515
+1,200
+19% +$105K 0.16% 97
2025
Q3
$630K Hold
6,315
0.1% 106
2025
Q2
$594K Sell
6,315
-2,019
-24% -$174K 0.11% 102
2025
Q1
$600K Hold
8,334
0.13% 92
2024
Q4
$680K Buy
+8,334
New +$604K 0.16% 81

Other funds holding FBTC

Werba Rubin Papier Wealth Management's FBTC Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 40% in Q2 2026, buying an estimated $105K and bringing the position to 5,878 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #224.

Werba Rubin Papier Wealth Management first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $680K in Q4 2024. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 5,878 shares of Fidelity Wise Origin Bitcoin Fund worth $300K as of Q2 2026.
  • Werba Rubin Papier Wealth Management bought 1,684 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $105K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.04% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
  • Werba Rubin Papier Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $680K in Q4 2024.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.