AssetMark Inc’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

AssetMark Inc’s Portfolio WLDR Stock Details WLDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$15.7K	Buy	336 +134	+66%	+$6.27K	﹤0.01%	2354
2026 Q2	$9.38K	Sell	202 -272	-57%	-$11.6K	﹤0.01%	2474
2026 Q1	$17.6K	Buy	474 +265	+127%	+$10K	﹤0.01%	2102
2025 Q4	$7.43K	Sell	209 -63	-23%	-$2.3K	﹤0.01%	2330
2025 Q3	$10.1K	Sell	272 -3	-1%	-$104	﹤0.01%	2110
2025 Q2	$9.14K	Sell	275 -7,620	-97%	-$230K	﹤0.01%	1976
2025 Q1	$228K	Buy	7,895 +3,099	+65%	+$93.8K	﹤0.01%	1108
2024 Q4	$142K	Buy	4,796 +249	+5%	+$8.24K	﹤0.01%	1179
2024 Q3	$150K	Buy	+4,547	New	+$144K	﹤0.01%	1076

Other funds holding WLDR

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

AssetMark Inc's WLDR Position: Q3 2026 in Review

AssetMark Inc increased its Simplify Affinity World Leaders Equity ETF (WLDR) stake by 66% in Q3 2026, buying an estimated $6.27K and bringing the position to 336 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2354.

AssetMark Inc first reported a position in WLDR in Q3 2024 and has held it in 9 quarters since. The position peaked at $228K in Q1 2025. 9 funds tracked by Wall St. Rank hold WLDR as of Q3 2026.

AssetMark Inc held 336 shares of Simplify Affinity World Leaders Equity ETF worth $15.7K as of Q3 2026.
AssetMark Inc bought 134 Simplify Affinity World Leaders Equity ETF shares in Q3 2026, an estimated $6.27K.
Simplify Affinity World Leaders Equity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2354 holding.
AssetMark Inc first reported a position in Simplify Affinity World Leaders Equity ETF in Q3 2024 and has held it in 9 quarters since.
AssetMark Inc's Simplify Affinity World Leaders Equity ETF position peaked at $228K in Q1 2025.
9 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q3 2026.

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