Osaic Holdings
WLDR icon

Osaic Holdings’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

Osaic Holdings’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
Q1 		$161K Hold
4,340
– – ﹤0.01% 4327
2025
Q4 		$154K Sell
4,340
-1,141
-21% -$41.6K ﹤0.01% 4351
2025
Q3 		$192K Hold
5,481
– – ﹤0.01% 4256
2025
Q2 		$182K Hold
5,481
– – ﹤0.01% 4022
2025
Q1 		$159K Sell
5,481
-722
-12% -$21.9K ﹤0.01% 3829
2024
Q4 		$184K Hold
6,203
– – ﹤0.01% 3679
2024
Q3 		$205K Hold
6,203
– – ﹤0.01% 3627
2024
Q2 		$191K Hold
6,203
– – ﹤0.01% 3603
2024
Q1 		$194K Buy
6,203
+1,022
+20% +$29.6K ﹤0.01% 3722
2023
Q4 		$142K Sell
5,181
-731
-12% -$18.8K ﹤0.01% 4184
2023
Q3 		$150K Buy
+5,912
New +$154K ﹤0.01% 4210

Other funds holding WLDR

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.04B AUM 23.49% 1-Year Est. Return

Osaic Holdings's WLDR Position: Q1 2026 in Review

Osaic Holdings held its Simplify Affinity World Leaders Equity ETF (WLDR) position steady in Q1 2026 at 4,340 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #4327.

Osaic Holdings first reported a position in WLDR in Q3 2023 and has held it in 11 quarters since. The position peaked at $205K in Q3 2024. 17 funds tracked by Wall St. Rank hold WLDR as of Q1 2026.

  • Osaic Holdings held 4,340 shares of Simplify Affinity World Leaders Equity ETF worth $161K as of Q1 2026.
  • Osaic Holdings left its Simplify Affinity World Leaders Equity ETF share count unchanged in Q1 2026.
  • Simplify Affinity World Leaders Equity ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4327 holding.
  • Osaic Holdings first reported a position in Simplify Affinity World Leaders Equity ETF in Q3 2023 and has held it in 11 quarters since.
  • Osaic Holdings's Simplify Affinity World Leaders Equity ETF position peaked at $205K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.