AssetMark Inc’s World Acceptance Corp WRLD Stock Holding History

AssetMark Inc’s Portfolio WRLD Stock Details WRLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.98K	Buy	35 +5	+17%	+$943	﹤0.01%	2702
2026 Q2	$6.72K	Hold	30	–	–	﹤0.01%	2594
2026 Q1	$4.05K	Buy	30 +6	+25%	+$804	﹤0.01%	2646
2025 Q4	$3.37K	Buy	24 +3	+14%	+$452	﹤0.01%	2607
2025 Q3	$3.55K	Buy	21 +1	+5%	+$168	﹤0.01%	2446
2025 Q2	$3.3K	Buy	20 +8	+67%	+$1.14K	﹤0.01%	2264
2025 Q1	$1.52K	Hold	12	–	–	﹤0.01%	2227
2024 Q4	$1.35K	Hold	12	–	–	﹤0.01%	2188
2024 Q3	$1.42K	Sell	12 -2	-14%	-$241	﹤0.01%	1940
2024 Q2	$1.73K	Buy	14 +3	+27%	+$395	﹤0.01%	1767
2024 Q1	$1.6K	Buy	+11	New	+$1.44K	﹤0.01%	1612
2018 Q1	–	Sell	-2	Closed	–	–	2035
2017 Q4	$0	Buy	+2	New	+$161	﹤0.01%	2156

Other funds holding WRLD

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

AssetMark Inc's WRLD Position: Q3 2026 in Review

AssetMark Inc increased its World Acceptance Corp (WRLD) stake by 17% in Q3 2026, buying an estimated $943 and bringing the position to 35 shares worth $5.98K. The position accounts for ﹤0.01% of the portfolio, ranked #2702.

AssetMark Inc first reported a position in WRLD in Q4 2017 and has held it in 12 quarters since. The position peaked at $6.72K in Q2 2026. 62 funds tracked by Wall St. Rank hold WRLD as of Q3 2026.

AssetMark Inc held 35 shares of World Acceptance Corp worth $5.98K as of Q3 2026.
AssetMark Inc bought 5 World Acceptance Corp shares in Q3 2026, an estimated $943.
World Acceptance Corp made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2702 holding.
AssetMark Inc first reported a position in World Acceptance Corp in Q4 2017 and has held it in 12 quarters since.
AssetMark Inc's World Acceptance Corp position peaked at $6.72K in Q2 2026.
62 funds tracked by Wall St. Rank held World Acceptance Corp as of Q3 2026.

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