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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
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

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GM
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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Norden Group's WLDR Position: Q2 2026 in Review

Norden Group held its Simplify Affinity World Leaders Equity ETF (WLDR) position steady in Q2 2026 at 6,230 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #533.

Norden Group first reported a position in WLDR in Q3 2024 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold WLDR as of Q2 2026.

  • Norden Group held 6,230 shares of Simplify Affinity World Leaders Equity ETF worth $290K as of Q2 2026.
  • Norden Group left its Simplify Affinity World Leaders Equity ETF share count unchanged in Q2 2026.
  • Simplify Affinity World Leaders Equity ETF made up 0.02% of Norden Group's portfolio in Q2 2026, its #533 holding.
  • Norden Group first reported a position in Simplify Affinity World Leaders Equity ETF in Q3 2024 and has held it in 6 quarters since.
  • 15 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.