AssetMark Inc
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AssetMark Inc’s World Kinect Corp WKC Stock Holding History

AssetMark Inc’s Portfolio WKC Stock Details WKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$281 Sell
8
-5
-38% -$181 ﹤0.01% 3556
2026
Q2 		$428 Hold
13
– – ﹤0.01% 3309
2026
Q1 		$300 Sell
13
-179
-93% -$4.54K ﹤0.01% 3268
2025
Q4 		$4.5K Sell
192
-2,621
-93% -$64.6K ﹤0.01% 2498
2025
Q3 		$73K Sell
2,813
-90
-3% -$2.42K ﹤0.01% 1517
2025
Q2 		$82.3K Sell
2,903
-91
-3% -$2.41K ﹤0.01% 1421
2025
Q1 		$84.9K Sell
2,994
-280
-9% -$7.94K ﹤0.01% 1320
2024
Q4 		$90.1K Buy
3,274
+8
+0.2% +$229 ﹤0.01% 1274
2024
Q3 		$101K Sell
3,266
-978
-23% -$27.1K ﹤0.01% 1150
2024
Q2 		$109K Buy
4,244
+214
+5% +$5.41K ﹤0.01% 1096
2024
Q1 		$107K Sell
4,030
-187
-4% -$4.44K ﹤0.01% 1047
2023
Q4 		$96.1K Buy
4,217
+728
+21% +$15.3K ﹤0.01% 1045
2023
Q3 		$78.3K Buy
3,489
+196
+6% +$4.37K ﹤0.01% 1018
2023
Q2 		$68.1K Buy
3,293
+1,059
+47% +$25.2K ﹤0.01% 1016
2023
Q1 		$57.1K Buy
2,234
+840
+60% +$22.9K ﹤0.01% 1001
2022
Q4 		$38.1K Buy
1,394
+238
+21% +$6.39K ﹤0.01% 1100
2022
Q3 		$27K Buy
1,156
+284
+33% +$7.04K ﹤0.01% 1081
2022
Q2 		$18K Buy
872
+512
+142% +$12.6K ﹤0.01% 1144
2022
Q1 		$10K Buy
+360
New +$10K ﹤0.01% 1198
2020
Q4 		– Sell
-430
Closed -$9K – 1501
2020
Q3 		$9K Buy
430
+48
+13% +$1.17K ﹤0.01% 926
2020
Q2 		$10K Buy
+382
New +$9.4K ﹤0.01% 868
2020
Q1 		– Sell
-27
Closed -$1K – 1553
2019
Q4 		$1K Buy
27
+2
+8% +$84 ﹤0.01% 1346
2019
Q3 		$1K Buy
+25
New +$951 ﹤0.01% 1270
2017
Q1 		– Sell
-238
Closed -$11K – 1455
2016
Q4 		$11K Sell
238
-6
-2% -$267 ﹤0.01% 963
2016
Q3 		$11K Sell
244
-122
-33% -$5.62K ﹤0.01% 972
2016
Q2 		$17K Buy
366
+206
+129% +$9.6K ﹤0.01% 884
2016
Q1 		$8K Buy
160
+137
+596% +$5.88K ﹤0.01% 909
2015
Q4 		$1K Buy
+23
New +$941 ﹤0.01% 1286

Other funds holding WKC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Financiere des Professionnels
Financiere des Professionnels Montreal, Quebec, Canada $1.75B AUM 28.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

AssetMark Inc's WKC Position: Q3 2026 in Review

AssetMark Inc reduced its World Kinect Corp (WKC) stake by 38% in Q3 2026, selling an estimated $181 and leaving 8 shares worth $281. The position accounts for ﹤0.01% of the portfolio, ranked #3556.

AssetMark Inc first reported a position in WKC in Q4 2015 and has held it in 28 quarters since. The position peaked at $109K in Q2 2024. 103 funds tracked by Wall St. Rank hold WKC as of Q3 2026.

  • AssetMark Inc held 8 shares of World Kinect Corp worth $281 as of Q3 2026.
  • AssetMark Inc sold 5 World Kinect Corp shares in Q3 2026, an estimated $181.
  • World Kinect Corp made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3556 holding.
  • AssetMark Inc first reported a position in World Kinect Corp in Q4 2015 and has held it in 28 quarters since.
  • AssetMark Inc's World Kinect Corp position peaked at $109K in Q2 2024.
  • 103 funds tracked by Wall St. Rank held World Kinect Corp as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.