LPL Financial
WLDR icon

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
Q2 		$3.92M Buy
84,323
+49,822
+144% +$2.13M ﹤0.01% 3025
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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial's WLDR Position: Q2 2026 in Review

LPL Financial increased its Simplify Affinity World Leaders Equity ETF (WLDR) stake by 144% in Q2 2026, buying an estimated $2.13M and bringing the position to 84,323 shares worth $3.92M. The position accounts for ﹤0.01% of the portfolio, ranked #3025.

LPL Financial 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.

  • LPL Financial held 84,323 shares of Simplify Affinity World Leaders Equity ETF worth $3.92M as of Q2 2026.
  • LPL Financial bought 49,822 Simplify Affinity World Leaders Equity ETF shares in Q2 2026, an estimated $2.13M.
  • Simplify Affinity World Leaders Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3025 holding.
  • LPL Financial 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.