Private Advisor Group
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Private Advisor Group’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

Private Advisor Group’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
2025
Q1 		– Sell
-9,856
Closed -$292K – 2424
2024
Q4 		$292K Sell
9,856
-1,755
-15% -$58.1K ﹤0.01% 1869
2024
Q3 		$384K Buy
11,611
+2,493
+27% +$78.7K ﹤0.01% 1769
2024
Q2 		$280K Buy
+9,118
New +$281K ﹤0.01% 1935

Other funds holding WLDR

Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
GeoWealth Management
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Systelligence LLC
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Astoria Portfolio Advisors
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Private Advisor Group's WLDR Position: Q1 2025 in Review

Private Advisor Group sold out of Simplify Affinity World Leaders Equity ETF (WLDR) in Q1 2025, closing a stake of 9,856 shares — an estimated $292K sold.

Private Advisor Group first reported a position in WLDR in Q2 2024 and held it in 3 quarters. The position peaked at $384K in Q3 2024. 13 funds tracked by Wall St. Rank hold WLDR as of Q1 2025.

  • Private Advisor Group reported no remaining Simplify Affinity World Leaders Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Private Advisor Group sold 9,856 Simplify Affinity World Leaders Equity ETF shares in Q1 2025, an estimated $292K.
  • Private Advisor Group first reported a position in Simplify Affinity World Leaders Equity ETF in Q2 2024 and held it in 3 quarters.
  • Private Advisor Group's Simplify Affinity World Leaders Equity ETF position peaked at $384K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q1 2025.

Based on Private Advisor Group's 13F filing for Q1 2025, filed 5 May 2025.