NBC Securities’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

NBC Securities’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	$18.4K	Hold	397	–	–	﹤0.01%	1673
2026 Q1	$14.8K	Hold	397	–	–	﹤0.01%	1808
2025 Q4	$14.1K	Sell	397 -1,552	-80%	-$56.5K	﹤0.01%	1907
2025 Q3	$72.2K	Hold	1,949	–	–	0.01%	1183
2025 Q2	$64K	Sell	1,949 -63	-3%	-$1.9K	0.01%	1225
2025 Q1	$58K	Buy	2,012 +2,010	+100,500%	+$60.9K	﹤0.01%	1121
2024 Q4	$81	Sell	2 -2,600	-100%	-$86K	0.01%	966
2024 Q3	$86K	Hold	2,602	–	–	0.01%	1029
2024 Q2	$80K	Buy	2,602 +285	+12%	+$8.78K	0.01%	1010
2024 Q1	$72K	Sell	2,317 -27	-1%	-$782	0.01%	1033
2023 Q4	$64K	Buy	2,344 +366	+19%	+$9.41K	0.01%	1058
2023 Q3	$50K	Buy	+1,978	New	+$51.5K	0.01%	1138

Other funds holding WLDR

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

NBC Securities's WLDR Position: Q2 2026 in Review

NBC Securities held its Simplify Affinity World Leaders Equity ETF (WLDR) position steady in Q2 2026 at 397 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

NBC Securities first reported a position in WLDR in Q3 2023 and has held it in 12 quarters since. The position peaked at $86K in Q3 2024. 2 funds tracked by Wall St. Rank hold WLDR as of Q2 2026.

NBC Securities held 397 shares of Simplify Affinity World Leaders Equity ETF worth $18.4K as of Q2 2026.
NBC Securities 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 NBC Securities's portfolio in Q2 2026, its #1673 holding.
NBC Securities first reported a position in Simplify Affinity World Leaders Equity ETF in Q3 2023 and has held it in 12 quarters since.
NBC Securities's Simplify Affinity World Leaders Equity ETF position peaked at $86K in Q3 2024.
2 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.