BGM
WLTH

Burkehill Global Management’s Wealthfront Corp WLTH Stock Holding History

Burkehill Global Management’s Portfolio WLTH Stock Details WLTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-350,000
Closed -$3.24M – 241
2026
Q1 		$3.24M Hold
350,000
– – 0.16% 98
2025
Q4 		$4.76M Buy
+350,000
New +$4.65M 0.31% 80

Other funds holding WLTH

Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
DV
DAG Ventures Palo Alto, California $125M AUM
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Burkehill Global Management's WLTH Position: Q2 2026 in Review

Burkehill Global Management sold out of Wealthfront Corp (WLTH) in Q2 2026, closing a stake of 350,000 shares — an estimated $3.24M sold.

Burkehill Global Management first reported a position in WLTH in Q4 2025 and held it in 2 quarters. The position peaked at $4.76M in Q4 2025. 140 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

  • Burkehill Global Management reported no remaining Wealthfront Corp position as of Q2 2026 after selling out during the quarter.
  • Burkehill Global Management sold 350,000 Wealthfront Corp shares in Q2 2026, an estimated $3.24M.
  • Burkehill Global Management first reported a position in Wealthfront Corp in Q4 2025 and held it in 2 quarters.
  • Burkehill Global Management's Wealthfront Corp position peaked at $4.76M in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on Burkehill Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.