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

Fidelity 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
-1
Closed -$30 – 5712
2024
Q4 		$30 Buy
+1
New +$33 ﹤0.01% 5285
2023
Q4 		– Sell
-1
Closed -$25 – 5671
2023
Q3 		$25 Buy
+1
New +$26 ﹤0.01% 5058

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

Fidelity Investments's WLDR Position: Q1 2025 in Review

Fidelity Investments sold out of Simplify Affinity World Leaders Equity ETF (WLDR) in Q1 2025, closing a stake of 1 share — an estimated $30 sold.

Fidelity Investments first reported a position in WLDR in Q3 2023 and held it in 2 quarters. The position peaked at $30 in Q4 2024. 13 funds tracked by Wall St. Rank hold WLDR as of Q1 2025.

  • Fidelity Investments reported no remaining Simplify Affinity World Leaders Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Fidelity Investments sold 1 Simplify Affinity World Leaders Equity ETF share in Q1 2025, an estimated $30.
  • Fidelity Investments first reported a position in Simplify Affinity World Leaders Equity ETF in Q3 2023 and held it in 2 quarters.
  • Fidelity Investments's Simplify Affinity World Leaders Equity ETF position peaked at $30 in Q4 2024.
  • 13 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.