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 Q2	$195K	Sell	4,200 -140	-3%	-$5.99K	﹤0.01%	4450
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings's WLDR Position: Q2 2026 in Review

Osaic Holdings reduced its Simplify Affinity World Leaders Equity ETF (WLDR) stake by 3.2% in Q2 2026, selling an estimated $5.99K and leaving 4,200 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #4450.

Osaic Holdings first reported a position in WLDR in Q3 2023 and has held it in 12 quarters since. The position peaked at $205K in Q3 2024. 15 funds tracked by Wall St. Rank hold WLDR as of Q2 2026.

Osaic Holdings held 4,200 shares of Simplify Affinity World Leaders Equity ETF worth $195K as of Q2 2026.
Osaic Holdings sold 140 Simplify Affinity World Leaders Equity ETF shares in Q2 2026, an estimated $5.99K.
Simplify Affinity World Leaders Equity ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4450 holding.
Osaic Holdings first reported a position in Simplify Affinity World Leaders Equity ETF in Q3 2023 and has held it in 12 quarters since.
Osaic Holdings's Simplify Affinity World Leaders Equity ETF position peaked at $205K in Q3 2024.
15 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.