Cetera Investment Advisers’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

Cetera Investment Advisers’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	$570K	Buy	12,264 +1,474	+14%	+$63.1K	﹤0.01%	3577
2026 Q1	$401K	Buy	10,790 +2,300	+27%	+$87.2K	﹤0.01%	3719
2025 Q4	$302K	Buy	8,490 +172	+2%	+$6.27K	﹤0.01%	3902
2025 Q3	$308K	Sell	8,318 -1	-0%	-$35	﹤0.01%	3809
2025 Q2	$277K	Sell	8,319 -765	-8%	-$23.1K	﹤0.01%	3465
2025 Q1	$263K	Sell	9,084 -1,293	-12%	-$39.2K	﹤0.01%	3386
2024 Q4	$307K	Buy	10,377 +2,693	+35%	+$89.1K	﹤0.01%	3106
2024 Q3	$254K	Buy	+7,684	New	+$243K	﹤0.01%	3205

Other funds holding WLDR

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers's WLDR Position: Q2 2026 in Review

Cetera Investment Advisers increased its Simplify Affinity World Leaders Equity ETF (WLDR) stake by 14% in Q2 2026, buying an estimated $63.1K and bringing the position to 12,264 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #3577.

Cetera Investment Advisers first reported a position in WLDR in Q3 2024 and has held it in 8 quarters since. 15 funds tracked by Wall St. Rank hold WLDR as of Q2 2026.

Cetera Investment Advisers held 12,264 shares of Simplify Affinity World Leaders Equity ETF worth $570K as of Q2 2026.
Cetera Investment Advisers bought 1,474 Simplify Affinity World Leaders Equity ETF shares in Q2 2026, an estimated $63.1K.
Simplify Affinity World Leaders Equity ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3577 holding.
Cetera Investment Advisers first reported a position in Simplify Affinity World Leaders Equity ETF in Q3 2024 and has held it in 8 quarters since.
15 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.