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Whitaker-Myers Wealth Managers’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Whitaker-Myers Wealth Managers’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 		$650K Buy
12,732
+2,297
+22% +$144K 0.11% 81
2026
Q1 		$616K Buy
10,435
+3,780
+57% +$251K 0.12% 80
2025
Q4 		$507K Buy
6,655
+4,005
+151% +$349K 0.11% 86
2025
Q3 		$264K Buy
+2,650
New +$265K 0.06% 106

Other funds holding FBTC

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CF
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
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
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

Whitaker-Myers Wealth Managers's FBTC Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 22% in Q2 2026, buying an estimated $144K and bringing the position to 12,732 shares worth $650K. The position accounts for 0.11% of the portfolio, ranked #81.

Whitaker-Myers Wealth Managers first reported a position in FBTC in Q3 2025 and has held it in 4 quarters since. 620 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Whitaker-Myers Wealth Managers held 12,732 shares of Fidelity Wise Origin Bitcoin Fund worth $650K as of Q2 2026.
  • Whitaker-Myers Wealth Managers bought 2,297 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $144K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.11% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #81 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and has held it in 4 quarters since.
  • 620 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.