Morgan Stanley
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Morgan Stanley’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

Morgan Stanley’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 		$10.3K Hold
278
– – ﹤0.01% 6935
2025
Q4 		$9.89K Hold
278
– – ﹤0.01% 6892
2025
Q3 		$10.3K Buy
+278
New +$9.66K ﹤0.01% 6895
2024
Q4 		– Sell
-1
Closed -$33 – 8107
2024
Q3 		$33 Hold
1
– – ﹤0.01% 7710
2024
Q2 		$31 Hold
1
– – ﹤0.01% 7656
2024
Q1 		$31 Buy
+1
New +$29 ﹤0.01% 7626

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
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
NG
Norden Group Provo, Utah $1.04B AUM 23.49% 1-Year Est. Return

Morgan Stanley's WLDR Position: Q1 2026 in Review

Morgan Stanley held its Simplify Affinity World Leaders Equity ETF (WLDR) position steady in Q1 2026 at 278 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #6935.

Morgan Stanley first reported a position in WLDR in Q1 2024 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold WLDR as of Q1 2026.

  • Morgan Stanley held 278 shares of Simplify Affinity World Leaders Equity ETF worth $10.3K as of Q1 2026.
  • Morgan Stanley left its Simplify Affinity World Leaders Equity ETF share count unchanged in Q1 2026.
  • Simplify Affinity World Leaders Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6935 holding.
  • Morgan Stanley first reported a position in Simplify Affinity World Leaders Equity ETF in Q1 2024 and has held it in 6 quarters since.
  • 17 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.