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10-Q Filing

FIDELITY WISE ORIGIN BITCOIN FUND CIK: 1852317 Q3 2024
Filing Information
Form Type 10-Q
Accession Number 0000950170-24-126256
Period End Date 20240930
Filing Date 20241113
Fiscal Year 2024
Fiscal Period Q3
XBRL Instance ck0001852317-20240930_htm.xml
Filing Contents

This filing contains the following financial statements:

Balance Sheet 68 line items
Line Item Tag Value Unit Period
Investment in bitcoin, at fair value InvestmentOwnedAtCost - USD Point-in-time
Investment in bitcoin, at fair value InvestmentOwnedAtCost - USD Point-in-time
Investment in bitcoin, at fair value InvestmentOwnedAtCost $9.72B USD Point-in-time
Investment in bitcoin, at fair value InvestmentOwnedAtCost $9.72B USD Point-in-time
Investment in bitcoin, at fair value (cost $9,716,506 and $0, respectively) InvestmentOwnedAtFairValue $11.48B USD Point-in-time
Investment in bitcoin, at fair value (cost $9,716,506 and $0, respectively) InvestmentOwnedAtFairValue $11.48B USD Point-in-time
Common stock, par value CommonStockParOrStatedValuePerShare - USD Point-in-time
Common stock, par value CommonStockParOrStatedValuePerShare - USD Point-in-time
Common stock, par value CommonStockParOrStatedValuePerShare - USD Point-in-time
Common stock, par value CommonStockParOrStatedValuePerShare - USD Point-in-time
Investment in bitcoin, at fair value (cost $9,716,506 and $0, respectively) InvestmentOwnedAtFairValue - USD Point-in-time
Investment in bitcoin, at fair value (cost $9,716,506 and $0, respectively) InvestmentOwnedAtFairValue - USD Point-in-time
Common stock, shares issued CommonStockSharesIssued 1.00 shares Point-in-time
Common stock, shares issued CommonStockSharesIssued 1.00 shares Point-in-time
Common stock, shares issued CommonStockSharesIssued 206.28M shares Point-in-time
Common stock, shares issued CommonStockSharesIssued 206.28M shares Point-in-time
Common stock, shares outstanding CommonStockSharesOutstanding 1.00 shares Point-in-time
Common stock, shares outstanding CommonStockSharesOutstanding 1.00 shares Point-in-time
Cash Cash - USD Point-in-time
Cash Cash - USD Point-in-time
Cash Cash - USD Point-in-time
Cash Cash - USD Point-in-time
Common stock, shares outstanding CommonStockSharesOutstanding 206.28M shares Point-in-time
Common stock, shares outstanding CommonStockSharesOutstanding 206.28M shares Point-in-time
Receivables from issuance of capital shares ReceivableInvestmentSale $8.32M USD Point-in-time
Receivables from issuance of capital shares ReceivableInvestmentSale $8.32M USD Point-in-time
Receivables from issuance of capital shares ReceivableInvestmentSale - USD Point-in-time
Receivables from issuance of capital shares ReceivableInvestmentSale - USD Point-in-time
Total assets Assets - USD Point-in-time
Total assets Assets - USD Point-in-time
Total assets Assets $11.49B USD Point-in-time
Total assets Assets $11.49B USD Point-in-time
Payable for purchases of bitcoin PayableForPurchasesOfBitcoin - USD Point-in-time
Payable for purchases of bitcoin PayableForPurchasesOfBitcoin - USD Point-in-time
Payable for purchases of bitcoin PayableForPurchasesOfBitcoin $8.32M USD Point-in-time
Payable for purchases of bitcoin PayableForPurchasesOfBitcoin $8.32M USD Point-in-time
Sponsor fee payable AccountsPayableCurrentAndNoncurrent $2.32M USD Point-in-time
Sponsor fee payable AccountsPayableCurrentAndNoncurrent $2.32M USD Point-in-time
Sponsor fee payable AccountsPayableCurrentAndNoncurrent - USD Point-in-time
Sponsor fee payable AccountsPayableCurrentAndNoncurrent - USD Point-in-time
Total Liabilities Liabilities - USD Point-in-time
Total Liabilities Liabilities - USD Point-in-time
Total Liabilities Liabilities $10.63M USD Point-in-time
Total Liabilities Liabilities $10.63M USD Point-in-time
Commitments and Contingencies (Note 6) CommitmentsAndContingencies - USD Point-in-time
Commitments and Contingencies (Note 6) CommitmentsAndContingencies - USD Point-in-time
Commitments and Contingencies (Note 6) CommitmentsAndContingencies - USD Point-in-time
Commitments and Contingencies (Note 6) CommitmentsAndContingencies - USD Point-in-time
Shares, no par value (unlimited shares authorized) 206,275,000 and 1 share(s) issued and outstanding at September 30, 2024 and December 31, 2023, respectively CommonStockValue - USD Point-in-time
Shares, no par value (unlimited shares authorized) 206,275,000 and 1 share(s) issued and outstanding at September 30, 2024 and December 31, 2023, respectively CommonStockValue - USD Point-in-time
Shares, no par value (unlimited shares authorized) 206,275,000 and 1 share(s) issued and outstanding at September 30, 2024 and December 31, 2023, respectively CommonStockValue - USD Point-in-time
Shares, no par value (unlimited shares authorized) 206,275,000 and 1 share(s) issued and outstanding at September 30, 2024 and December 31, 2023, respectively CommonStockValue - USD Point-in-time
Paid-in-capital AdditionalPaidInCapital $10.01B USD Point-in-time
Paid-in-capital AdditionalPaidInCapital $10.01B USD Point-in-time
Paid-in-capital AdditionalPaidInCapital - USD Point-in-time
Paid-in-capital AdditionalPaidInCapital - USD Point-in-time
Total distributable earnings (loss) RetainedEarningsAccumulatedDeficit $1.47B USD Point-in-time
Total distributable earnings (loss) RetainedEarningsAccumulatedDeficit $1.47B USD Point-in-time
Total distributable earnings (loss) RetainedEarningsAccumulatedDeficit - USD Point-in-time
Total distributable earnings (loss) RetainedEarningsAccumulatedDeficit - USD Point-in-time
Total Net Assets StockholdersEquity $11.48B USD Point-in-time
Total Net Assets StockholdersEquity $11.48B USD Point-in-time
Total Net Assets StockholdersEquity - USD Point-in-time
Total Net Assets StockholdersEquity - USD Point-in-time
Net Asset Value per share (206,275,000 and 1 share(s) issued and outstanding as of September 30, 2024 and December 31, 2023, respectively) NetAssetValuePerShare $40.00 USD Point-in-time
Net Asset Value per share (206,275,000 and 1 share(s) issued and outstanding as of September 30, 2024 and December 31, 2023, respectively) NetAssetValuePerShare $40.00 USD Point-in-time
Net Asset Value per share (206,275,000 and 1 share(s) issued and outstanding as of September 30, 2024 and December 31, 2023, respectively) NetAssetValuePerShare $55.66 USD Point-in-time
Net Asset Value per share (206,275,000 and 1 share(s) issued and outstanding as of September 30, 2024 and December 31, 2023, respectively) NetAssetValuePerShare $55.66 USD Point-in-time
Income Statement 44 line items
Line Item Tag Value Unit Period
Investment income InvestmentIncomeInterest - USD 1 Quarter
Investment income InvestmentIncomeInterest - USD 1 Quarter
Investment income InvestmentIncomeInterest - USD 3 Qtrs
Investment income InvestmentIncomeInterest - USD 3 Qtrs
Sponsor fee SponsorFees $16.11M USD 3 Qtrs
Sponsor fee SponsorFees $16.11M USD 3 Qtrs
Sponsor fee SponsorFees $6.81M USD 1 Quarter
Sponsor fee SponsorFees $6.81M USD 1 Quarter
Total Expenses Before Waiver OperatingCostsAndExpenses $16.11M USD 3 Qtrs
Total Expenses Before Waiver OperatingCostsAndExpenses $16.11M USD 3 Qtrs
Total Expenses Before Waiver OperatingCostsAndExpenses $6.81M USD 1 Quarter
Total Expenses Before Waiver OperatingCostsAndExpenses $6.81M USD 1 Quarter
Sponsor fee waived InvestmentCompanyContractualFeeWaived $11.60M USD 3 Qtrs
Sponsor fee waived InvestmentCompanyContractualFeeWaived $11.60M USD 3 Qtrs
Sponsor fee waived InvestmentCompanyContractualFeeWaived $2.30M USD 1 Quarter
Sponsor fee waived InvestmentCompanyContractualFeeWaived $2.30M USD 1 Quarter
Net Expenses InvestmentIncomeInvestmentExpense $4.50M USD 3 Qtrs
Net Expenses InvestmentIncomeInvestmentExpense $4.50M USD 3 Qtrs
Net Expenses InvestmentIncomeInvestmentExpense $4.50M USD 1 Quarter
Net Expenses InvestmentIncomeInvestmentExpense $4.50M USD 1 Quarter
Net Investment Income (Loss) InvestmentIncomeNet $-4.50M USD 1 Quarter
Net Investment Income (Loss) InvestmentIncomeNet $-4.50M USD 1 Quarter
Net Investment Income (Loss) InvestmentIncomeNet $-4.50M USD 3 Qtrs
Net Investment Income (Loss) InvestmentIncomeNet $-4.50M USD 3 Qtrs
Net realized gain (loss) on investment in bitcoin sold for redemptions RealizedInvestmentGainsLosses $-294.59M USD 3 Qtrs
Net realized gain (loss) on investment in bitcoin sold for redemptions RealizedInvestmentGainsLosses $-294.59M USD 3 Qtrs
Net realized gain (loss) on investment in bitcoin sold for redemptions RealizedInvestmentGainsLosses $-176.43M USD 1 Quarter
Net realized gain (loss) on investment in bitcoin sold for redemptions RealizedInvestmentGainsLosses $-176.43M USD 1 Quarter
Net realized gain (loss) on investment in bitcoin transferred to pay the Sponsor fee GainLossOnSaleOfTrustAssetsToPayExpenses $-387.00K USD 3 Qtrs
Net realized gain (loss) on investment in bitcoin transferred to pay the Sponsor fee GainLossOnSaleOfTrustAssetsToPayExpenses $-387.00K USD 3 Qtrs
Net realized gain (loss) on investment in bitcoin transferred to pay the Sponsor fee GainLossOnSaleOfTrustAssetsToPayExpenses $-387.00K USD 1 Quarter
Net realized gain (loss) on investment in bitcoin transferred to pay the Sponsor fee GainLossOnSaleOfTrustAssetsToPayExpenses $-387.00K USD 1 Quarter
Net change in unrealized appreciation (depreciation) on investment in bitcoin UnrealizedGainLossOnInvestments $1.77B USD 3 Qtrs
Net change in unrealized appreciation (depreciation) on investment in bitcoin UnrealizedGainLossOnInvestments $1.77B USD 3 Qtrs
Net change in unrealized appreciation (depreciation) on investment in bitcoin UnrealizedGainLossOnInvestments $222.34M USD 1 Quarter
Net change in unrealized appreciation (depreciation) on investment in bitcoin UnrealizedGainLossOnInvestments $222.34M USD 1 Quarter
Net Realized and Change in Unrealized Gain (Loss) on Investment in Bitcoin GainLossOnInvestments $1.47B USD 3 Qtrs
Net Realized and Change in Unrealized Gain (Loss) on Investment in Bitcoin GainLossOnInvestments $1.47B USD 3 Qtrs
Net Realized and Change in Unrealized Gain (Loss) on Investment in Bitcoin GainLossOnInvestments $45.52M USD 1 Quarter
Net Realized and Change in Unrealized Gain (Loss) on Investment in Bitcoin GainLossOnInvestments $45.52M USD 1 Quarter
Net Increase (Decrease) in Net Assets Resulting from Operations ProfitLoss $41.02M USD 1 Quarter
Net Increase (Decrease) in Net Assets Resulting from Operations ProfitLoss $41.02M USD 1 Quarter
Net Increase (Decrease) in Net Assets Resulting from Operations ProfitLoss $1.47B USD 3 Qtrs
Net Increase (Decrease) in Net Assets Resulting from Operations ProfitLoss $1.47B USD 3 Qtrs
Cash Flow Statement 42 line items
Line Item Tag Value Unit Period
Net increase (decrease) in net assets resulting from operations ProfitLoss $41.02M USD 1 Quarter
Net increase (decrease) in net assets resulting from operations ProfitLoss $41.02M USD 1 Quarter
Net increase (decrease) in net assets resulting from operations ProfitLoss $1.47B USD 3 Qtrs
Net increase (decrease) in net assets resulting from operations ProfitLoss $1.47B USD 3 Qtrs
Payments for purchases of bitcoin PaymentsForPurchaseOfInvestmentOperatingActivity $11.65B USD 3 Qtrs
Payments for purchases of bitcoin PaymentsForPurchaseOfInvestmentOperatingActivity $11.65B USD 3 Qtrs
Proceeds from bitcoin sold ProceedsFromDispositionOfInvestmentOperatingActivity $1.64B USD 3 Qtrs
Proceeds from bitcoin sold ProceedsFromDispositionOfInvestmentOperatingActivity $1.64B USD 3 Qtrs
Net realized (gain) loss on investment in bitcoin RealizedInvestmentGainsLosses $-294.59M USD 3 Qtrs
Net realized (gain) loss on investment in bitcoin RealizedInvestmentGainsLosses $-294.59M USD 3 Qtrs
Net realized (gain) loss on investment in bitcoin RealizedInvestmentGainsLosses $-176.43M USD 1 Quarter
Net realized (gain) loss on investment in bitcoin RealizedInvestmentGainsLosses $-176.43M USD 1 Quarter
Net realized (gain) loss on investment in bitcoin transferred to pay the Sponsor fee GainLossOnSaleOfTrustAssetsToPayExpenses $-387.00K USD 3 Qtrs
Net realized (gain) loss on investment in bitcoin transferred to pay the Sponsor fee GainLossOnSaleOfTrustAssetsToPayExpenses $-387.00K USD 3 Qtrs
Net realized (gain) loss on investment in bitcoin transferred to pay the Sponsor fee GainLossOnSaleOfTrustAssetsToPayExpenses $-387.00K USD 1 Quarter
Net realized (gain) loss on investment in bitcoin transferred to pay the Sponsor fee GainLossOnSaleOfTrustAssetsToPayExpenses $-387.00K USD 1 Quarter
Net change in unrealized (appreciation) depreciation on investment in bitcoin UnrealizedGainLossOnInvestments $1.77B USD 3 Qtrs
Net change in unrealized (appreciation) depreciation on investment in bitcoin UnrealizedGainLossOnInvestments $1.77B USD 3 Qtrs
Net change in unrealized (appreciation) depreciation on investment in bitcoin UnrealizedGainLossOnInvestments $222.34M USD 1 Quarter
Net change in unrealized (appreciation) depreciation on investment in bitcoin UnrealizedGainLossOnInvestments $222.34M USD 1 Quarter
Transfer of bitcoin to pay the Sponsor fee ProceedsFromSaleOfTrustAssetsToPayExpenses $2.19M USD 3 Qtrs
Transfer of bitcoin to pay the Sponsor fee ProceedsFromSaleOfTrustAssetsToPayExpenses $2.19M USD 3 Qtrs
Increase (decrease) in Sponsor Fee Payable IncreaseDecreaseInAccountsPayableRelatedParties $2.32M USD 3 Qtrs
Increase (decrease) in Sponsor Fee Payable IncreaseDecreaseInAccountsPayableRelatedParties $2.32M USD 3 Qtrs
Net Cash Provided by (Used in) Operating Activities NetCashProvidedByUsedInOperatingActivities $-10.01B USD 3 Qtrs
Net Cash Provided by (Used in) Operating Activities NetCashProvidedByUsedInOperatingActivities $-10.01B USD 3 Qtrs
Proceeds from issuance of capital shares ProceedsFromIssuanceOfCommonStock $11.65B USD 3 Qtrs
Proceeds from issuance of capital shares ProceedsFromIssuanceOfCommonStock $11.65B USD 3 Qtrs
Cash paid for redemption of capital shares PaymentsForRepurchaseOfCommonStock $1.64B USD 3 Qtrs
Cash paid for redemption of capital shares PaymentsForRepurchaseOfCommonStock $1.64B USD 3 Qtrs
Net Cash Provided by (Used in) Financing Activities NetCashProvidedByUsedInFinancingActivities $10.01B USD 3 Qtrs
Net Cash Provided by (Used in) Financing Activities NetCashProvidedByUsedInFinancingActivities $10.01B USD 3 Qtrs
Net increase (decrease) in cash CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect - USD 3 Qtrs
Net increase (decrease) in cash CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect - USD 3 Qtrs
Cash, beginning of the period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents - USD Point-in-time
Cash, beginning of the period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents - USD Point-in-time
Cash, beginning of the period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents - USD Point-in-time
Cash, beginning of the period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents - USD Point-in-time
Cash, End of the Period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents - USD Point-in-time
Cash, End of the Period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents - USD Point-in-time
Cash, End of the Period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents - USD Point-in-time
Cash, End of the Period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents - USD Point-in-time

Data is extracted from SEC EDGAR XBRL filings. Values shown are as reported in the filing.

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