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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
2026
Q2 		$7.53K Buy
+162
New +$6.93K ﹤0.01% 3525
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
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
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

Global Retirement Partners's WLDR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Simplify Affinity World Leaders Equity ETF (WLDR) in Q2 2026: 162 shares worth $7.53K. The stake represents ﹤0.01% of the portfolio and ranks #3525 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WLDR as recently as Q4 2025.

Global Retirement Partners first reported a position in WLDR in Q2 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold WLDR as of Q2 2026.

  • Global Retirement Partners held 162 shares of Simplify Affinity World Leaders Equity ETF worth $7.53K as of Q2 2026.
  • Simplify Affinity World Leaders Equity ETF was a new Global Retirement Partners position in Q2 2026.
  • Simplify Affinity World Leaders Equity ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3525 holding.
  • Global Retirement Partners first reported a position in Simplify Affinity World Leaders Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.