WWM
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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
Q2 		$642K Buy
12,580
+6,919
+122% +$432K 0.12% 39
2026
Q1 		$334K Buy
+5,661
New +$377K 0.07% 48

Other funds holding FBTC

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wiser Wealth Management's FBTC Position: Q2 2026 in Review

Wiser Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 122% in Q2 2026, buying an estimated $432K and bringing the position to 12,580 shares worth $642K. The position accounts for 0.12% of the portfolio, ranked #39.

Wiser Wealth Management first reported a position in FBTC in Q1 2026 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Wiser Wealth Management held 12,580 shares of Fidelity Wise Origin Bitcoin Fund worth $642K as of Q2 2026.
  • Wiser Wealth Management bought 6,919 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $432K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.12% of Wiser Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Wiser Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2026 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.