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WealthTrak Capital Management’s AlTi Global ALTI Stock Holding History

WealthTrak Capital Management’s Portfolio ALTI Stock Details ALTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-35
Closed -$155 – 978
2024
Q4 		$155 Buy
+35
New +$148 ﹤0.01% 835

Other funds holding ALTI

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthTrak Capital Management's ALTI Position: Q1 2025 in Review

WealthTrak Capital Management sold out of AlTi Global (ALTI) in Q1 2025, closing a stake of 35 shares — an estimated $155 sold.

WealthTrak Capital Management first reported a position in ALTI in Q4 2024 and held it in 1 quarter. The position peaked at $155 in Q4 2024. 57 funds tracked by Wall St. Rank hold ALTI as of Q1 2025.

  • WealthTrak Capital Management reported no remaining AlTi Global position as of Q1 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 35 AlTi Global shares in Q1 2025, an estimated $155.
  • WealthTrak Capital Management first reported a position in AlTi Global in Q4 2024 and held it in 1 quarter.
  • WealthTrak Capital Management's AlTi Global position peaked at $155 in Q4 2024.
  • 57 funds tracked by Wall St. Rank held AlTi Global as of Q1 2025.

Based on WealthTrak Capital Management's 13F filing for Q1 2025, filed 15 May 2025.