Signal Advisors Wealth’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

Signal Advisors Wealth’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	-17,141	Closed	-$507K	–	465
2024 Q4	$507K	Buy	17,141 +180	+1%	+$5.96K	0.06%	259
2024 Q3	$561K	Buy	+16,961	New	+$536K	0.08%	234
2024 Q2	–	Sell	-29,551	Closed	-$923K	–	287
2024 Q1	$923K	Buy	29,551 +3,961	+15%	+$115K	0.23%	95
2023 Q4	$701K	Buy	+25,590	New	+$658K	0.24%	86

Other funds holding WLDR

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

APA

Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Signal Advisors Wealth's WLDR Position: Q1 2025 in Review

Signal Advisors Wealth sold out of Simplify Affinity World Leaders Equity ETF (WLDR) in Q1 2025, closing a stake of 17,141 shares — an estimated $507K sold.

Signal Advisors Wealth first reported a position in WLDR in Q4 2023 and held it in 4 quarters. The position peaked at $923K in Q1 2024. 13 funds tracked by Wall St. Rank hold WLDR as of Q1 2025.

Signal Advisors Wealth reported no remaining Simplify Affinity World Leaders Equity ETF position as of Q1 2025 after selling out during the quarter.
Signal Advisors Wealth sold 17,141 Simplify Affinity World Leaders Equity ETF shares in Q1 2025, an estimated $507K.
Signal Advisors Wealth first reported a position in Simplify Affinity World Leaders Equity ETF in Q4 2023 and held it in 4 quarters.
Signal Advisors Wealth's Simplify Affinity World Leaders Equity ETF position peaked at $923K in Q1 2024.
13 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q1 2025.

Based on Signal Advisors Wealth's 13F filing for Q1 2025, filed 11 Apr 2025.