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 Q2	$12.9K	Hold	278	–	–	﹤0.01%	6963
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley's WLDR Position: Q2 2026 in Review

Morgan Stanley held its Simplify Affinity World Leaders Equity ETF (WLDR) position steady in Q2 2026 at 278 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #6963.

Morgan Stanley first reported a position in WLDR in Q1 2024 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold WLDR as of Q2 2026.

Morgan Stanley held 278 shares of Simplify Affinity World Leaders Equity ETF worth $12.9K as of Q2 2026.
Morgan Stanley left its Simplify Affinity World Leaders Equity ETF share count unchanged in Q2 2026.
Simplify Affinity World Leaders Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6963 holding.
Morgan Stanley first reported a position in Simplify Affinity World Leaders Equity ETF in Q1 2024 and has held it in 7 quarters since.
15 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.