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
Q3 		$383K Buy
8,218
+4,018
+96% +$188K ﹤0.01% 3902
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

Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Storgate
Storgate Dallas, Texas $568M AUM 28.26% 1-Year Est. Return
Partners Wealth Management
Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings's WLDR Position: Q3 2026 in Review

Osaic Holdings increased its Simplify Affinity World Leaders Equity ETF (WLDR) stake by 96% in Q3 2026, buying an estimated $188K and bringing the position to 8,218 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #3902.

Osaic Holdings first reported a position in WLDR in Q3 2023 and has held it in 13 quarters since. 17 funds tracked by Wall St. Rank hold WLDR as of Q3 2026.

  • Osaic Holdings held 8,218 shares of Simplify Affinity World Leaders Equity ETF worth $383K as of Q3 2026.
  • Osaic Holdings bought 4,018 Simplify Affinity World Leaders Equity ETF shares in Q3 2026, an estimated $188K.
  • Simplify Affinity World Leaders Equity ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #3902 holding.
  • Osaic Holdings first reported a position in Simplify Affinity World Leaders Equity ETF in Q3 2023 and has held it in 13 quarters since.
  • 17 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.