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Global Retirement Partners’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

Global Retirement Partners’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
Q4 		$5.76K Hold
162
– – ﹤0.01% 3384
2025
Q3 		$6K Hold
162
– – ﹤0.01% 2903
2025
Q2 		$5.39K Buy
+162
New +$4.89K ﹤0.01% 2884

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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.04B AUM 23.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Retirement Partners's WLDR Position: Q4 2025 in Review

Global Retirement Partners held its Simplify Affinity World Leaders Equity ETF (WLDR) position steady in Q4 2025 at 162 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #3384.

Global Retirement Partners first reported a position in WLDR in Q2 2025 and has held it in 3 quarters since. The position peaked at $6K in Q3 2025. 12 funds tracked by Wall St. Rank hold WLDR as of Q4 2025.

  • Global Retirement Partners held 162 shares of Simplify Affinity World Leaders Equity ETF worth $5.76K as of Q4 2025.
  • Global Retirement Partners left its Simplify Affinity World Leaders Equity ETF share count unchanged in Q4 2025.
  • Simplify Affinity World Leaders Equity ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3384 holding.
  • Global Retirement Partners first reported a position in Simplify Affinity World Leaders Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • Global Retirement Partners's Simplify Affinity World Leaders Equity ETF position peaked at $6K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.