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Equitable Holdings’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

Equitable Holdings’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 		$743K Sell
15,986
-7,820
-33% -$335K ﹤0.01% 1124
2026
Q1 		$847K Buy
+23,806
New +$902K 0.01% 1036

Other funds holding WLDR

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Equitable Holdings's WLDR Position: Q2 2026 in Review

Equitable Holdings reduced its Simplify Affinity World Leaders Equity ETF (WLDR) stake by 33% in Q2 2026, selling an estimated $335K and leaving 15,986 shares worth $743K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Equitable Holdings first reported a position in WLDR in Q1 2026 and has held it in 2 quarters since. The position peaked at $847K in Q1 2026. 15 funds tracked by Wall St. Rank hold WLDR as of Q2 2026.

  • Equitable Holdings held 15,986 shares of Simplify Affinity World Leaders Equity ETF worth $743K as of Q2 2026.
  • Equitable Holdings sold 7,820 Simplify Affinity World Leaders Equity ETF shares in Q2 2026, an estimated $335K.
  • Simplify Affinity World Leaders Equity ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1124 holding.
  • Equitable Holdings first reported a position in Simplify Affinity World Leaders Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • Equitable Holdings's Simplify Affinity World Leaders Equity ETF position peaked at $847K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.