Westover Capital Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Westover Capital Advisors’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	$344K	Sell	6,735 -800	-11%	-$50K	0.06%	193
2026 Q1	$445K	Hold	7,535	–	–	0.08%	156
2025 Q4	$574K	Sell	7,535 -2,000	-21%	-$175K	0.1%	138
2025 Q3	$952K	Hold	9,535	–	–	0.18%	102
2025 Q2	$896K	Sell	9,535 -60	-0.6%	-$5.16K	0.18%	103
2025 Q1	$691K	Buy	9,595 +2,265	+31%	+$184K	0.15%	118
2024 Q4	$598K	Buy	7,330 +920	+14%	+$66.7K	0.13%	130
2024 Q3	$356K	Buy	+6,410	New	+$342K	0.07%	185

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

Westover Capital Advisors's FBTC Position: Q2 2026 in Review

Westover Capital Advisors reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 11% in Q2 2026, selling an estimated $50K and leaving 6,735 shares worth $344K. The position accounts for 0.06% of the portfolio, ranked #193.

Westover Capital Advisors first reported a position in FBTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $952K in Q3 2025. 623 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Westover Capital Advisors held 6,735 shares of Fidelity Wise Origin Bitcoin Fund worth $344K as of Q2 2026.
Westover Capital Advisors sold 800 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $50K.
Fidelity Wise Origin Bitcoin Fund made up 0.06% of Westover Capital Advisors's portfolio in Q2 2026, its #193 holding.
Westover Capital Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 8 quarters since.
Westover Capital Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $952K in Q3 2025.
623 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.