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 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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Norden Group Provo, Utah $1.04B AUM 23.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Independent Advisor Alliance's WLDR Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Simplify Affinity World Leaders Equity ETF (WLDR) in Q1 2026: 6,894 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #1396 among its holdings.

17 funds tracked by Wall St. Rank hold WLDR as of Q1 2026.

Independent Advisor Alliance held 6,894 shares of Simplify Affinity World Leaders Equity ETF worth $256K as of Q1 2026.
Simplify Affinity World Leaders Equity ETF was a new Independent Advisor Alliance position in Q1 2026.
Simplify Affinity World Leaders Equity ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1396 holding.
17 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.