Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$47.4K Sell
1,274
-301
-19% -$11.4K ﹤0.01% 3860
2025
Q4 		$56K Hold
1,575
– – ﹤0.01% 3524
2025
Q3 		$58K Hold
1,575
– – ﹤0.01% 3416
2025
Q2 		$52K Sell
1,575
-167
-10% -$5.04K ﹤0.01% 3257
2025
Q1 		$50K Hold
1,742
– – ﹤0.01% 3004
2024
Q4 		$52K Hold
1,742
– – ﹤0.01% 2773
2024
Q3 		$58K Sell
1,742
-71
-4% -$2.24K ﹤0.01% 2584
2024
Q2 		$56K Sell
1,813
-22,675
-93% -$698K ﹤0.01% 2406
2024
Q1 		$765K Sell
24,488
-36,018
-60% -$1.04M ﹤0.01% 966
2023
Q4 		$1.66M Buy
60,506
+4,649
+8% +$120K 0.01% 619
2023
Q3 		$1.42M Buy
55,857
+55,603
+21,891% +$1.45M 0.01% 623
2023
Q2 		$7K Buy
+254
New +$6.35K ﹤0.01% 3311

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 $3.18B AUM 21.22% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WLDR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Simplify Affinity World Leaders Equity ETF (WLDR) stake by 19% in Q1 2026, selling an estimated $11.4K and leaving 1,274 shares worth $47.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3860.

Carson Wealth (CWM LLC) first reported a position in WLDR in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.66M in Q4 2023. 18 funds tracked by Wall St. Rank hold WLDR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,274 shares of Simplify Affinity World Leaders Equity ETF worth $47.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 301 Simplify Affinity World Leaders Equity ETF shares in Q1 2026, an estimated $11.4K.
  • Simplify Affinity World Leaders Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3860 holding.
  • Carson Wealth (CWM LLC) first reported a position in Simplify Affinity World Leaders Equity ETF in Q2 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Simplify Affinity World Leaders Equity ETF position peaked at $1.66M in Q4 2023.
  • 18 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.