Worth Asset Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Worth Asset 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	$298K	Buy	+5,829	New	+$364K	0.1%	144

Other funds holding FBTC

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

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

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Worth Asset Management's FBTC Position: Q2 2026 in Review

Worth Asset Management opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026: 5,829 shares worth $298K. The stake represents 0.1% of the portfolio and ranks #144 among its holdings.

88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Worth Asset Management held 5,829 shares of Fidelity Wise Origin Bitcoin Fund worth $298K as of Q2 2026.
Fidelity Wise Origin Bitcoin Fund was a new Worth Asset Management position in Q2 2026.
Fidelity Wise Origin Bitcoin Fund made up 0.1% of Worth Asset Management's portfolio in Q2 2026, its #144 holding.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.