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 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

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

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

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

Jones Financial Companies's WLDR Position: Q1 2026 in Review

Jones Financial Companies opened a new position in Simplify Affinity World Leaders Equity ETF (WLDR) in Q1 2026: 5,144 shares worth $188K. The stake represents ﹤0.01% of the portfolio and ranks #2425 among its holdings.

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

Jones Financial Companies held 5,144 shares of Simplify Affinity World Leaders Equity ETF worth $188K as of Q1 2026.
Simplify Affinity World Leaders Equity ETF was a new Jones Financial Companies position in Q1 2026.
Simplify Affinity World Leaders Equity ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2425 holding.
17 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.