Jones Financial Companies
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Jones Financial Companies’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

Jones Financial Companies’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 		$236K Hold
5,144
– – ﹤0.01% 2502
2026
Q1 		$188K Buy
+5,144
New +$195K ﹤0.01% 2425

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jones Financial Companies's WLDR Position: Q2 2026 in Review

Jones Financial Companies held its Simplify Affinity World Leaders Equity ETF (WLDR) position steady in Q2 2026 at 5,144 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #2502.

Jones Financial Companies first reported a position in WLDR in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold WLDR as of Q2 2026.

  • Jones Financial Companies held 5,144 shares of Simplify Affinity World Leaders Equity ETF worth $236K as of Q2 2026.
  • Jones Financial Companies left its Simplify Affinity World Leaders Equity ETF share count unchanged in Q2 2026.
  • Simplify Affinity World Leaders Equity ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2502 holding.
  • Jones Financial Companies first reported a position in Simplify Affinity World Leaders Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.