Storgate’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

Storgate’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	$32.8M	Buy	+703,191	New	+$32.9M	5.77%	2

Other funds holding WLDR

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

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Storgate's WLDR Position: Q3 2026 in Review

Storgate opened a new position in Simplify Affinity World Leaders Equity ETF (WLDR) in Q3 2026: 703,191 shares worth $32.8M. The stake represents 5.77% of the portfolio and ranks #2 among its holdings.

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

Storgate held 703,191 shares of Simplify Affinity World Leaders Equity ETF worth $32.8M as of Q3 2026.
Simplify Affinity World Leaders Equity ETF was a new Storgate position in Q3 2026.
Simplify Affinity World Leaders Equity ETF made up 5.77% of Storgate's portfolio in Q3 2026, its #2 holding.
16 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q3 2026.

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