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 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%	-$2.29K	﹤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

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

AssetMark Inc's WLDR Position: Q2 2026 in Review

AssetMark Inc reduced its Simplify Affinity World Leaders Equity ETF (WLDR) stake by 57% in Q2 2026, selling an estimated $11.6K and leaving 202 shares worth $9.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2474.

AssetMark Inc first reported a position in WLDR in Q3 2024 and has held it in 8 quarters since. The position peaked at $228K in Q1 2025. 6 funds tracked by Wall St. Rank hold WLDR as of Q2 2026.

AssetMark Inc held 202 shares of Simplify Affinity World Leaders Equity ETF worth $9.38K as of Q2 2026.
AssetMark Inc sold 272 Simplify Affinity World Leaders Equity ETF shares in Q2 2026, an estimated $11.6K.
Simplify Affinity World Leaders Equity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2474 holding.
AssetMark Inc first reported a position in Simplify Affinity World Leaders Equity ETF in Q3 2024 and has held it in 8 quarters since.
AssetMark Inc's Simplify Affinity World Leaders Equity ETF position peaked at $228K in Q1 2025.
6 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.