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

LPL Financial’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	$1.28M	Buy	+34,501	New	+$1.31M	﹤0.01%	3937

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

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

LPL Financial's WLDR Position: Q1 2026 in Review

LPL Financial opened a new position in Simplify Affinity World Leaders Equity ETF (WLDR) in Q1 2026: 34,501 shares worth $1.28M. The stake represents ﹤0.01% of the portfolio and ranks #3937 among its holdings.

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

LPL Financial held 34,501 shares of Simplify Affinity World Leaders Equity ETF worth $1.28M as of Q1 2026.
Simplify Affinity World Leaders Equity ETF was a new LPL Financial position in Q1 2026.
Simplify Affinity World Leaders Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3937 holding.
17 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.