AssetMark Inc
WWD icon

AssetMark Inc’s Woodward WWD Stock Holding History

AssetMark Inc’s Portfolio WWD Stock Details WWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$190K Sell
532
-33
-6% -$11.9K ﹤0.01% 1363
2025
Q4 		$171K Buy
565
+3
+0.5% +$826 ﹤0.01% 1336
2025
Q3 		$142K Buy
562
+31
+6% +$7.7K ﹤0.01% 1343
2025
Q2 		$130K Buy
531
+26
+5% +$5.32K ﹤0.01% 1314
2025
Q1 		$92.2K Buy
505
+104
+26% +$19.2K ﹤0.01% 1296
2024
Q4 		$66.7K Buy
401
+69
+21% +$11.8K ﹤0.01% 1341
2024
Q3 		$56.9K Hold
332
– – ﹤0.01% 1259
2024
Q2 		$57.9K Hold
332
– – ﹤0.01% 1205
2024
Q1 		$51.2K Buy
+332
New +$46.8K ﹤0.01% 1162
2018
Q1 		– Sell
-10
Closed -$1K – 2040
2017
Q4 		$1K Buy
+10
New +$781 ﹤0.01% 1750

Other funds holding WWD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return