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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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 		$2.03M Buy
43,713
+393
+0.9% +$16.8K 1.19% 20
2026
Q1 		$1.61M Buy
+43,320
New +$1.64M 1.01% 26

Other funds holding WLDR

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

FIG FINANCIAL ADVISORY SERVICES INC /ADV's WLDR Position: Q2 2026 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV increased its Simplify Affinity World Leaders Equity ETF (WLDR) stake by 0.91% in Q2 2026, buying an estimated $16.8K and bringing the position to 43,713 shares worth $2.03M. The position accounts for 1.19% of the portfolio, ranked #20.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in WLDR in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold WLDR as of Q2 2026.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV held 43,713 shares of Simplify Affinity World Leaders Equity ETF worth $2.03M as of Q2 2026.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV bought 393 Simplify Affinity World Leaders Equity ETF shares in Q2 2026, an estimated $16.8K.
  • Simplify Affinity World Leaders Equity ETF made up 1.19% of FIG FINANCIAL ADVISORY SERVICES INC /ADV's portfolio in Q2 2026, its #20 holding.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Simplify Affinity World Leaders Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q2 2026.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2026, filed 10 Aug 2026.