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 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

PRA

Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Westover Capital Advisors's FBTC Position: Q1 2026 in Review

Westover Capital Advisors held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q1 2026 at 7,535 shares worth $445K. The position accounts for 0.08% of the portfolio, ranked #156.

Westover Capital Advisors first reported a position in FBTC in Q3 2024 and has held it in 7 quarters since. The position peaked at $952K in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

Westover Capital Advisors held 7,535 shares of Fidelity Wise Origin Bitcoin Fund worth $445K as of Q1 2026.
Westover Capital Advisors left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q1 2026.
Fidelity Wise Origin Bitcoin Fund made up 0.08% of Westover Capital Advisors's portfolio in Q1 2026, its #156 holding.
Westover Capital Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 7 quarters since.
Westover Capital Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $952K in Q3 2025.
640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.