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
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 $22.8B AUM 30.07% 1-Year Est. Return
DV
DAG Ventures Palo Alto, California $129M AUM
RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.11B AUM 13.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Burkehill Global Management's WLTH Position: Q1 2026 in Review

Burkehill Global Management held its Wealthfront Corp (WLTH) position steady in Q1 2026 at 350,000 shares worth $3.24M. The position accounts for 0.16% of the portfolio, ranked #98.

Burkehill Global Management first reported a position in WLTH in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.76M in Q4 2025. 99 funds tracked by Wall St. Rank hold WLTH as of Q1 2026.

  • Burkehill Global Management held 350,000 shares of Wealthfront Corp worth $3.24M as of Q1 2026.
  • Burkehill Global Management left its Wealthfront Corp share count unchanged in Q1 2026.
  • Wealthfront Corp made up 0.16% of Burkehill Global Management's portfolio in Q1 2026, its #98 holding.
  • Burkehill Global Management first reported a position in Wealthfront Corp in Q4 2025 and has held it in 2 quarters since.
  • Burkehill Global Management's Wealthfront Corp position peaked at $4.76M in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Wealthfront Corp as of Q1 2026.

Based on Burkehill Global Management's 13F filing for Q1 2026, filed 15 May 2026.