Burlington Stores, Inc.
US ˙ NYSE ˙ US1220171060 ˙ Auto Parts & Equipment Retail

SecurityBURL / Burlington Stores, Inc.
InstitutionWFIVX - Wilshire 5000 Index Fund Investment Class
Latest Disclosed Ownership272 shares
Latest Disclosed Value $ 88,503
WFIVX - Wilshire 5000 Index Fund Investment Class ownership in BURL / Burlington Stores, Inc.

On May 28, 2026 - WFIVX - Wilshire 5000 Index Fund Investment Class filed a NPORT-P form disclosing ownership of 272 shares of Burlington Stores, Inc. (US:BURL) valued at $88,503 USD as of March 31, 2026. The entity filed a previous NPORT-P on February 27, 2026 disclosing 272 shares of Burlington Stores, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $71,465 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-28 2026-03-31 NP Burlington Stores EC US1220171060 272 0 0.00 89 12.82 0.0318
2026-02-27 2025-12-31 NP Burlington Stores EC US1220171060 272 -27 -9.03 79 2.63 0.0267
2025-11-25 2025-09-30 NP Burlington Stores EC US1220171060 299 0 0.00 76 10.14 0.0247
2025-08-28 2025-06-30 NP Burlington Stores EC US1220171060 299 0 0.00 70 -2.82 0.0240
2025-05-30 2025-03-31 NP Burlington Stores EC US1220171060 299 -25 -7.72 71 -22.83 0.0269
2025-02-25 2024-12-31 NP Burlington Stores EC US1220171060 324 0 0.00 92 8.24 0.0324
2024-11-27 2024-09-30 NP Burlington Stores EC US1220171060 324 0 0.00 85 10.39 0.0303
2024-08-28 2024-06-30 NP Burlington Stores EC US1220171060 324 0 0.00 78 2.67 0.0290
2024-05-30 2024-03-31 NP Burlington Stores EC US1220171060 324 -22 -6.36 75 11.94 0.0287
2024-02-28 2023-12-31 NP Burlington Stores EC US1220171060 346 0 0.00 67 45.65 0.0280
2023-11-28 2023-09-30 NP Burlington Stores EC US1220171060 346 33 10.54 47 -6.12 0.0212
2023-08-25 2023-06-30 NP Burlington Stores EC US1220171060 313 0 0.00 49 -22.22 0.0216
2023-05-25 2023-03-31 NP Burlington Stores EC US1220171060 313 -52 -14.25 63 -14.86 0.0298
2023-02-28 2022-12-31 NP Burlington Stores EC US1220171060 365 0 0.00 74 85.00 0.0371
2022-11-28 2022-09-30 NP Burlington Stores EC US1220171060 365 0 0.00 41 -18.37 0.0213
2022-08-17 2022-06-30 NP Burlington Stores EC US1220171060 365 0 0.00 50 -25.76 0.0245
2022-05-25 2022-03-31 NP Burlington Stores EC US1220171060 365 57 18.51 66 -25.84 0.0245
2022-02-22 2021-12-31 NP Burlington Stores EC US1220171060 308 0 0.00 90 2.30 0.0348
2021-11-22 2021-09-30 NP Burlington Stores EC US1220171060 308 0 0.00 87 -12.12 0.0363
2021-08-20 2021-06-30 NP Burlington Stores EC US1220171060 308 0 0.00 99 7.61 0.0410
2021-05-25 2021-03-31 NP Burlington Stores EC US1220171060 308 -50 -13.97 92 -1.08 0.0410
2021-02-19 2020-12-31 NP Burlington Stores EC US1220171060 358 0 0.00 94 27.40 0.0440
2020-11-24 2020-09-30 NP Burlington Stores EC US1220171060 358 0 0.00 74 4.29 0.0376
2020-08-20 2020-06-30 NP Burlington Stores EC US1220171060 358 0 0.00 70 25.00 0.0381
2020-06-01 2020-03-31 NP Burlington Stores EC US1220171060 358 -90 -20.09 57 -45.10 0.0363
2020-03-02 2019-12-31 NP Burlington Stores EC US1220171060 448 0 0.00 102 14.61 0.0505
2019-11-20 2019-09-30 NP Burlington Stores EC US1220171060 448 448 90 0.0470
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.