Partners Wealth Management’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

Partners Wealth Management’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	$5.32M	Buy	+114,185	New	+$5.34M	0.55%	34

Other funds holding WLDR

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Partners Wealth Management's WLDR Position: Q3 2026 in Review

Partners Wealth Management opened a new position in Simplify Affinity World Leaders Equity ETF (WLDR) in Q3 2026: 114,185 shares worth $5.32M. The stake represents 0.55% of the portfolio and ranks #34 among its holdings.

9 funds tracked by Wall St. Rank hold WLDR as of Q3 2026.

Partners Wealth Management held 114,185 shares of Simplify Affinity World Leaders Equity ETF worth $5.32M as of Q3 2026.
Simplify Affinity World Leaders Equity ETF was a new Partners Wealth Management position in Q3 2026.
Simplify Affinity World Leaders Equity ETF made up 0.55% of Partners Wealth Management's portfolio in Q3 2026, its #34 holding.
9 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.