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Sowell Financial Services’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

Sowell Financial Services’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 		$55.3M Buy
1,190,369
+110,767
+10% +$4.74M 1.81% 7
2026
Q1 		$40.2M Buy
1,079,602
+18,576
+2% +$704K 1.48% 8
2025
Q4 		$37.8M Buy
1,061,026
+100,103
+10% +$3.65M 1.39% 8
2025
Q3 		$35.6M Buy
960,923
+44,103
+5% +$1.53M 1.37% 8
2025
Q2 		$30.5M Buy
916,820
+55,865
+6% +$1.69M 1.24% 9
2025
Q1 		$24.9M Buy
860,955
+95,322
+12% +$2.89M 1.13% 11
2024
Q4 		$22.7M Buy
765,633
+71,430
+10% +$2.36M 1.19% 12
2024
Q3 		$23M Sell
694,203
-27,746
-4% -$876K 1.07% 14
2024
Q2 		$22.2M Sell
721,949
-42,024
-6% -$1.29M 1.06% 14
2024
Q1 		$23.9M Sell
763,973
-6,333
-0.8% -$183K 1.13% 12
2023
Q4 		$21.1M Sell
770,306
-18,076
-2% -$465K 1.14% 14
2023
Q3 		$20M Buy
788,382
+70,157
+10% +$1.83M 1.26% 9
2023
Q2 		$18.7M Buy
718,225
+147,695
+26% +$3.69M 1.04% 11
2023
Q1 		$14.1M Sell
570,530
-59,195
-9% -$1.46M 1.08% 10
2022
Q4 		$14.8M Buy
629,725
+176,595
+39% +$4.06M 0.96% 15
2022
Q3 		$9.31M Sell
453,130
-40,059
-8% -$913K 0.94% 15
2022
Q2 		$10.9M Buy
493,189
+173,902
+54% +$4.26M 1.01% 18
2022
Q1 		$8.3M Sell
319,287
-144,682
-31% -$3.79M 1.45% 14
2021
Q4 		$12.5M Buy
463,969
+2,404
+0.5% +$65.9K 0.72% 23
2021
Q3 		$12.4M Buy
461,565
+10,599
+2% +$292K 0.84% 16
2021
Q2 		$12.3M Sell
450,966
-83,060
-16% -$2.25M 0.82% 14
2021
Q1 		$14.5M Buy
534,026
+32,747
+7% +$812K 0.51% 45
2020
Q4 		$11.5M Sell
501,279
-6,388
-1% -$138K 0.49% 49
2020
Q3 		$10.4M Buy
507,667
+184,734
+57% +$3.76M 0.52% 46
2020
Q2 		$6.36M Buy
+322,933
New +$6.08M 0.35% 66

Other funds holding WLDR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GM
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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sowell Financial Services's WLDR Position: Q2 2026 in Review

Sowell Financial Services increased its Simplify Affinity World Leaders Equity ETF (WLDR) stake by 10% in Q2 2026, buying an estimated $4.74M and bringing the position to 1,190,369 shares worth $55.3M. The position accounts for 1.81% of the portfolio, ranked #7.

Sowell Financial Services first reported a position in WLDR in Q2 2020 and has held it in 25 quarters since. 15 funds tracked by Wall St. Rank hold WLDR as of Q2 2026.

  • Sowell Financial Services held 1,190,369 shares of Simplify Affinity World Leaders Equity ETF worth $55.3M as of Q2 2026.
  • Sowell Financial Services bought 110,767 Simplify Affinity World Leaders Equity ETF shares in Q2 2026, an estimated $4.74M.
  • Simplify Affinity World Leaders Equity ETF made up 1.81% of Sowell Financial Services's portfolio in Q2 2026, its #7 holding.
  • Sowell Financial Services first reported a position in Simplify Affinity World Leaders Equity ETF in Q2 2020 and has held it in 25 quarters since.
  • 15 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.