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Atria Investments’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

Atria Investments’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
Q1 		– Sell
-12,759
Closed -$378K – 2011
2024
Q4 		$378K Sell
12,759
-10,614
-45% -$351K ﹤0.01% 1463
2024
Q3 		$773K Sell
23,373
-1,198
-5% -$37.8K 0.01% 1109
2024
Q2 		$756K Sell
24,571
-40,379
-62% -$1.24M 0.01% 1087
2024
Q1 		$2.03M Sell
64,950
-5,591
-8% -$162K 0.03% 650
2023
Q4 		$1.93M Sell
70,541
-15,819
-18% -$407K 0.03% 612
2023
Q3 		$2.19M Sell
86,360
-15,970
-16% -$416K 0.04% 542
2023
Q2 		$2.67M Buy
102,330
+23,208
+29% +$580K 0.05% 459
2023
Q1 		$1.95M Buy
79,122
+8,724
+12% +$215K 0.04% 542
2022
Q4 		$1.66M Buy
70,398
+397
+0.6% +$9.13K 0.03% 575
2022
Q3 		$1.44M Buy
70,001
+16,072
+30% +$366K 0.03% 593
2022
Q2 		$1.2M Buy
53,929
+10,698
+25% +$262K 0.03% 683
2022
Q1 		$1.12M Buy
+43,231
New +$1.13M 0.02% 802

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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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

Atria Investments's WLDR Position: Q1 2025 in Review

Atria Investments sold out of Simplify Affinity World Leaders Equity ETF (WLDR) in Q1 2025, closing a stake of 12,759 shares — an estimated $378K sold.

Atria Investments first reported a position in WLDR in Q1 2022 and held it in 12 quarters. The position peaked at $2.67M in Q2 2023. 13 funds tracked by Wall St. Rank hold WLDR as of Q1 2025.

  • Atria Investments reported no remaining Simplify Affinity World Leaders Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Investments sold 12,759 Simplify Affinity World Leaders Equity ETF shares in Q1 2025, an estimated $378K.
  • Atria Investments first reported a position in Simplify Affinity World Leaders Equity ETF in Q1 2022 and held it in 12 quarters.
  • Atria Investments's Simplify Affinity World Leaders Equity ETF position peaked at $2.67M in Q2 2023.
  • 13 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.