JY
WLDR icon

Jeff Yass’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

Jeff Yass’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
2024
Q2 		– Sell
-9,980
Closed -$312K – 13352
2024
Q1 		$312K Buy
+9,980
New +$289K ﹤0.01% 9626

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 $3.18B AUM 21.22% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $280M AUM 16.93% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Jeff Yass's WLDR Position: Q2 2024 in Review

Jeff Yass sold out of Simplify Affinity World Leaders Equity ETF (WLDR) in Q2 2024, closing a stake of 9,980 shares — an estimated $312K sold.

Jeff Yass first reported a position in WLDR in Q1 2024 and held it in 1 quarter. The position peaked at $312K in Q1 2024. 13 funds tracked by Wall St. Rank hold WLDR as of Q2 2024.

  • Jeff Yass reported no remaining Simplify Affinity World Leaders Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Jeff Yass sold 9,980 Simplify Affinity World Leaders Equity ETF shares in Q2 2024, an estimated $312K.
  • Jeff Yass first reported a position in Simplify Affinity World Leaders Equity ETF in Q1 2024 and held it in 1 quarter.
  • Jeff Yass's Simplify Affinity World Leaders Equity ETF position peaked at $312K in Q1 2024.
  • 13 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q2 2024.

Based on Susquehanna International Group's 13F filing for Q2 2024, filed 15 Aug 2024.