Old Mission Capital’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

Old Mission Capital’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
2024 Q1	–	Sell	-18,792	Closed	-$515K	–	1646
2023 Q4	$515K	Hold	18,792	–	–	0.01%	764
2023 Q3	$477K	Hold	18,792	–	–	0.01%	718
2023 Q2	$490K	Hold	18,792	–	–	0.01%	654
2023 Q1	$463K	Sell	18,792 -4,608	-20%	-$114K	0.01%	809
2022 Q4	$552K	Buy	23,400 +4,011	+21%	+$92.2K	0.02%	694
2022 Q3	$399K	Hold	19,389	–	–	0.01%	624
2022 Q2	$430K	Buy	19,389 +200	+1%	+$4.9K	0.01%	827
2022 Q1	$499K	Buy	+19,189	New	+$503K	0.01%	723

Other funds holding WLDR

SFS

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

MWM

Maripau Wealth Management Fort Wayne, Indiana $280M AUM 16.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Old Mission Capital's WLDR Position: Q1 2024 in Review

Old Mission Capital sold out of Simplify Affinity World Leaders Equity ETF (WLDR) in Q1 2024, closing a stake of 18,792 shares — an estimated $515K sold.

Old Mission Capital first reported a position in WLDR in Q1 2022 and held it in 8 quarters. The position peaked at $552K in Q4 2022. 13 funds tracked by Wall St. Rank hold WLDR as of Q1 2024.

Old Mission Capital reported no remaining Simplify Affinity World Leaders Equity ETF position as of Q1 2024 after selling out during the quarter.
Old Mission Capital sold 18,792 Simplify Affinity World Leaders Equity ETF shares in Q1 2024, an estimated $515K.
Old Mission Capital first reported a position in Simplify Affinity World Leaders Equity ETF in Q1 2022 and held it in 8 quarters.
Old Mission Capital's Simplify Affinity World Leaders Equity ETF position peaked at $552K in Q4 2022.
13 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q1 2024.

Based on Old Mission Capital's 13F filing for Q1 2024, filed 14 May 2024.