Cetera Investment Advisers
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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
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.04B AUM 23.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cetera Investment Advisers's WLDR Position: Q1 2026 in Review

Cetera Investment Advisers increased its Simplify Affinity World Leaders Equity ETF (WLDR) stake by 27% in Q1 2026, buying an estimated $87.2K and bringing the position to 10,790 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #3719.

Cetera Investment Advisers first reported a position in WLDR in Q3 2024 and has held it in 7 quarters since. 17 funds tracked by Wall St. Rank hold WLDR as of Q1 2026.

  • Cetera Investment Advisers held 10,790 shares of Simplify Affinity World Leaders Equity ETF worth $401K as of Q1 2026.
  • Cetera Investment Advisers bought 2,300 Simplify Affinity World Leaders Equity ETF shares in Q1 2026, an estimated $87.2K.
  • Simplify Affinity World Leaders Equity ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3719 holding.
  • Cetera Investment Advisers first reported a position in Simplify Affinity World Leaders Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • 17 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.