MWM
WLDR icon

Maripau Wealth Management’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

Maripau Wealth Management’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
2025
Q1 		– Sell
-16,937
Closed -$501K – 149
2024
Q4 		$501K Buy
16,937
+465
+3% +$15.4K 0.3% 73
2024
Q3 		$545K Sell
16,472
-667
-4% -$21.1K 0.47% 42
2024
Q2 		$527K Buy
17,139
+1,066
+7% +$32.8K 0.36% 65
2024
Q1 		$502K Buy
16,073
+759
+5% +$22K 0.38% 61
2023
Q4 		$419K Buy
+15,314
New +$394K 0.36% 55

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 $2.78B AUM 15.76% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Maripau Wealth Management's WLDR Position: Q1 2025 in Review

Maripau Wealth Management sold out of Simplify Affinity World Leaders Equity ETF (WLDR) in Q1 2025, closing a stake of 16,937 shares — an estimated $501K sold.

Maripau Wealth Management first reported a position in WLDR in Q4 2023 and held it in 5 quarters. The position peaked at $545K in Q3 2024. 13 funds tracked by Wall St. Rank hold WLDR as of Q1 2025.

  • Maripau Wealth Management reported no remaining Simplify Affinity World Leaders Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Maripau Wealth Management sold 16,937 Simplify Affinity World Leaders Equity ETF shares in Q1 2025, an estimated $501K.
  • Maripau Wealth Management first reported a position in Simplify Affinity World Leaders Equity ETF in Q4 2023 and held it in 5 quarters.
  • Maripau Wealth Management's Simplify Affinity World Leaders Equity ETF position peaked at $545K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q1 2025.

Based on Maripau Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.