Question 1

Does AssetMark own WLFC stock?

Accepted Answer

Yes. As of its Q3 2026 13F, AssetMark holds 24 shares of WLFC (Willis Lease Finance), worth $1,198.

Question 2

How many shares of WLFC does AssetMark own?

Accepted Answer

As of its Q3 2026 13F, AssetMark holds 24 shares of WLFC (Willis Lease Finance).

Question 3

What is AssetMark's WLFC position worth?

Accepted Answer

As of its Q3 2026 13F, AssetMark's WLFC position is worth $1,198.

Question 4

Is AssetMark buying or selling WLFC?

Accepted Answer

In Q3 2026, AssetMark opened a new WLFC position of 24 shares.

Question 5

When did AssetMark first buy WLFC?

Accepted Answer

AssetMark already held WLFC in its Q1 2019 13F, the earliest on record, and has listed it in 2 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	New	24	-	$1,198	0.0%	$49.91	17
2019-Q2	Exited	0	-100.0%	$0	0.0%	$57.59	0
2019-Q1	First report	1,249	-	$53,000	0.0%	$41.86	0