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Astoria Portfolio Advisors’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

Astoria Portfolio Advisors’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
2025
Q2 		– Sell
-8,812
Closed -$249K – 277
2025
Q1 		$249K Buy
+8,812
New +$267K 0.08% 190

Other funds holding WLDR

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.04B AUM 23.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Astoria Portfolio Advisors's WLDR Position: Q2 2025 in Review

Astoria Portfolio Advisors sold out of Simplify Affinity World Leaders Equity ETF (WLDR) in Q2 2025, closing a stake of 8,812 shares — an estimated $249K sold.

Astoria Portfolio Advisors first reported a position in WLDR in Q1 2025 and held it in 1 quarter. The position peaked at $249K in Q1 2025. 13 funds tracked by Wall St. Rank hold WLDR as of Q2 2025.

  • Astoria Portfolio Advisors reported no remaining Simplify Affinity World Leaders Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 8,812 Simplify Affinity World Leaders Equity ETF shares in Q2 2025, an estimated $249K.
  • Astoria Portfolio Advisors first reported a position in Simplify Affinity World Leaders Equity ETF in Q1 2025 and held it in 1 quarter.
  • Astoria Portfolio Advisors's Simplify Affinity World Leaders Equity ETF position peaked at $249K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q2 2025.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.