NewEdge Advisors’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

NewEdge Advisors’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 Q3	$6.02M	Buy	+129,069	New	+$6.04M	0.02%	699

Other funds holding WLDR

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Storgate Dallas, Texas $568M AUM 28.26% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.98B AUM 14.31% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

NewEdge Advisors's WLDR Position: Q3 2026 in Review

NewEdge Advisors opened a new position in Simplify Affinity World Leaders Equity ETF (WLDR) in Q3 2026: 129,069 shares worth $6.02M. The stake represents 0.02% of the portfolio and ranks #699 among its holdings.

23 funds tracked by Wall St. Rank hold WLDR as of Q3 2026.

NewEdge Advisors held 129,069 shares of Simplify Affinity World Leaders Equity ETF worth $6.02M as of Q3 2026.
Simplify Affinity World Leaders Equity ETF was a new NewEdge Advisors position in Q3 2026.
Simplify Affinity World Leaders Equity ETF made up 0.02% of NewEdge Advisors's portfolio in Q3 2026, its #699 holding.
23 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.