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Independent Advisor Alliance’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

Independent Advisor Alliance’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 		– Sell
-6,894
Closed -$256K – 1632
2026
Q1 		$256K Buy
+6,894
New +$261K ﹤0.01% 1396

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

Independent Advisor Alliance's WLDR Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Simplify Affinity World Leaders Equity ETF (WLDR) in Q2 2026, closing a stake of 6,894 shares — an estimated $256K sold.

Independent Advisor Alliance first reported a position in WLDR in Q1 2026 and held it in 1 quarter. The position peaked at $256K in Q1 2026. 15 funds tracked by Wall St. Rank hold WLDR as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Simplify Affinity World Leaders Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 6,894 Simplify Affinity World Leaders Equity ETF shares in Q2 2026, an estimated $256K.
  • Independent Advisor Alliance first reported a position in Simplify Affinity World Leaders Equity ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Simplify Affinity World Leaders Equity ETF position peaked at $256K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.