GM
WLDR icon

GeoWealth Management’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

GeoWealth Management’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 		$3.72M Buy
80,077
+327
+0.4% +$14K 0.12% 105
2026
Q1 		$2.97M Buy
79,750
+1,894
+2% +$71.8K 0.11% 120
2025
Q4 		$2.77M Sell
77,856
-2,848
-4% -$104K 0.1% 124
2025
Q3 		$2.99M Sell
80,704
-1,192
-1% -$41.4K 0.11% 122
2025
Q2 		$2.73M Sell
81,896
-1,129
-1% -$34.1K 0.11% 112
2025
Q1 		$2.4M Buy
83,025
+18,892
+29% +$572K 0.1% 119
2024
Q4 		$1.9M Sell
64,133
-1,994
-3% -$66K 0.06% 189
2024
Q3 		$2.19M Buy
66,127
+542
+0.8% +$17.1K 0.08% 171
2024
Q2 		$2.02M Sell
65,585
-145
-0.2% -$4.47K 0.09% 160
2024
Q1 		$2.05M Buy
65,730
+1,733
+3% +$50.2K 0.08% 172
2023
Q4 		$1.75M Buy
63,997
+27,417
+75% +$705K 0.14% 137
2023
Q3 		$929K Sell
36,580
-8,266
-18% -$215K 0.11% 151
2023
Q2 		$1.17M Sell
44,846
-120
-0.3% -$3K 0.13% 116
2023
Q1 		$1.11M Buy
44,966
+198
+0.4% +$4.88K 0.13% 92
2022
Q4 		$1.06M Buy
44,768
+2,101
+5% +$48.3K 0.11% 109
2022
Q3 		$879K Buy
+42,667
New +$972K 0.1% 128

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
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
EH
Equitable Holdings New York $16.7B AUM 24.23% 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

GeoWealth Management's WLDR Position: Q2 2026 in Review

GeoWealth Management increased its Simplify Affinity World Leaders Equity ETF (WLDR) stake by 0.41% in Q2 2026, buying an estimated $14K and bringing the position to 80,077 shares worth $3.72M. The position accounts for 0.12% of the portfolio, ranked #105.

GeoWealth Management first reported a position in WLDR in Q3 2022 and has held it in 16 quarters since. 15 funds tracked by Wall St. Rank hold WLDR as of Q2 2026.

  • GeoWealth Management held 80,077 shares of Simplify Affinity World Leaders Equity ETF worth $3.72M as of Q2 2026.
  • GeoWealth Management bought 327 Simplify Affinity World Leaders Equity ETF shares in Q2 2026, an estimated $14K.
  • Simplify Affinity World Leaders Equity ETF made up 0.12% of GeoWealth Management's portfolio in Q2 2026, its #105 holding.
  • GeoWealth Management first reported a position in Simplify Affinity World Leaders Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • 15 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.