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Affinity World Leaders Equity shares owned by Assetmark

Quarter-by-quarter ownership of Affinity World Leaders Equity (WLDR) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Affinity World Leaders Equity

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All positions including Affinity World Leaders Equity held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Affinity World Leaders Equity by Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $10k 272 37.08
2025-06-30 $9.1k 275 33.25
2025-03-31 $228k 7.9k 28.92
2024-12-31 $142k 4.8k 29.59
2024-09-30 $150k 4.5k 33.08

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View all positions for Assetmark

Top funds holding Affinity World Leaders Equity

Sowell Financial Services
GeoWealth Management
Systelligence
Citadel Advisors
Cetera Investment Advisers
Jane Street
Norden Group
Advisor Group Holdings
Nbc Securities
CWM
Assetmark
Global Retirement Partners

View all funds holding Affinity World Leaders Equity