Wiser Wealth Management
FBTC icon

Wiser Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Wiser Wealth Management’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
Q3 		$894K Sell
12,312
-268
-2% -$16.6K 0.16% 35
2026
Q2 		$642K Buy
12,580
+6,919
+122% +$432K 0.12% 39
2026
Q1 		$334K Buy
+5,661
New +$377K 0.07% 48

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Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Quarterback
Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return
Avaii Wealth Management
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Wiser Wealth Management's FBTC Position: Q3 2026 in Review

Wiser Wealth Management reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 2.1% in Q3 2026, selling an estimated $16.6K and leaving 12,312 shares worth $894K. The position accounts for 0.16% of the portfolio, ranked #35.

Wiser Wealth Management first reported a position in FBTC in Q1 2026 and has held it in 3 quarters since. 182 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

  • Wiser Wealth Management held 12,312 shares of Fidelity Wise Origin Bitcoin Fund worth $894K as of Q3 2026.
  • Wiser Wealth Management sold 268 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $16.6K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.16% of Wiser Wealth Management's portfolio in Q3 2026, its #35 holding.
  • Wiser Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2026 and has held it in 3 quarters since.
  • 182 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Wiser Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.