Norden Group’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

Norden Group’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	$291K	Hold	6,230	–	–	0.02%	523
2026 Q2	$290K	Hold	6,230	–	–	0.02%	533
2026 Q1	$232K	Hold	6,230	–	–	0.02%	541
2025 Q4	$222K	Hold	6,230	–	–	0.02%	558
2025 Q3	$231K	Hold	6,230	–	–	0.02%	530
2025 Q2	$207K	Buy	+6,230	New	+$188K	0.02%	533
2024 Q4	–	Sell	-6,230	Closed	-$206K	–	556
2024 Q3	$206K	Buy	+6,230	New	+$197K	0.02%	480

Other funds holding WLDR

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

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

LPL Financial San Diego, California $468B AUM 17.69% 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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Norden Group's WLDR Position: Q3 2026 in Review

Norden Group held its Simplify Affinity World Leaders Equity ETF (WLDR) position steady in Q3 2026 at 6,230 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #523.

Norden Group first reported a position in WLDR in Q3 2024 and has held it in 7 quarters since. 13 funds tracked by Wall St. Rank hold WLDR as of Q3 2026.

Norden Group held 6,230 shares of Simplify Affinity World Leaders Equity ETF worth $291K as of Q3 2026.
Norden Group left its Simplify Affinity World Leaders Equity ETF share count unchanged in Q3 2026.
Simplify Affinity World Leaders Equity ETF made up 0.02% of Norden Group's portfolio in Q3 2026, its #523 holding.
Norden Group first reported a position in Simplify Affinity World Leaders Equity ETF in Q3 2024 and has held it in 7 quarters since.
13 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q3 2026.

Based on Norden Group's 13F filing for Q3 2026, filed 20 Oct 2026.