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

UBS 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
2026
Q2 		– Sell
-401
Closed -$14.9K – 11101
2026
Q1 		$14.9K Buy
+401
New +$15.2K ﹤0.01% 8145
2025
Q3 		– Sell
-1,474
Closed -$49K – 10997
2025
Q2 		$49K Buy
1,474
+983
+200% +$29.7K ﹤0.01% 7795
2025
Q1 		$14.2K Buy
491
+397
+422% +$12K ﹤0.01% 8436
2024
Q4 		$2.78K Buy
+94
New +$3.11K ﹤0.01% 8988
2024
Q2 		– Sell
-89
Closed -$2.78K – 10163
2024
Q1 		$2.78K Sell
89
-631
-88% -$18.3K ﹤0.01% 7830
2023
Q4 		$19.7K Sell
720
-523
-42% -$13.5K ﹤0.01% 7113
2023
Q3 		$31.6K Buy
1,243
+1,096
+746% +$28.5K ﹤0.01% 6570
2023
Q2 		$3.83K Buy
147
+144
+4,800% +$3.6K ﹤0.01% 7597
2023
Q1 		$74 Buy
+3
New +$74 ﹤0.01% 9284
2022
Q3 		– Sell
-1,039
Closed -$23K – 10992
2022
Q2 		$23K Buy
1,039
+939
+939% +$23K ﹤0.01% 6715
2022
Q1 		$3K Sell
100
-569
-85% -$14.9K ﹤0.01% 9495
2021
Q4 		$18K Buy
669
+584
+687% +$16K ﹤0.01% 7995
2021
Q3 		$2K Sell
85
-434
-84% -$12K ﹤0.01% 9003
2021
Q2 		$14K Sell
519
-8
-2% -$216 ﹤0.01% 7721
2021
Q1 		$14K Sell
527
-173
-25% -$4.29K ﹤0.01% 7685
2020
Q4 		$16K Buy
700
+443
+172% +$9.59K ﹤0.01% 7121
2020
Q3 		$5K Sell
257
-8
-3% -$163 ﹤0.01% 7341
2020
Q2 		$5K Sell
265
-383
-59% -$7.21K ﹤0.01% 7394
2020
Q1 		$11K Sell
648
-100
-13% -$2.16K ﹤0.01% 6885
2019
Q4 		$18K Hold
748
– – ﹤0.01% 6952
2019
Q3 		$17K Buy
748
+75
+11% +$1.65K ﹤0.01% 6837
2019
Q2 		$15K Sell
673
-786
-54% -$17.5K ﹤0.01% 6816
2019
Q1 		$33K Buy
1,459
+514
+54% +$11.3K ﹤0.01% 5878
2018
Q4 		$19K Buy
+945
New +$21K ﹤0.01% 6843

Other funds holding WLDR

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

UBS Group's WLDR Position: Q2 2026 in Review

UBS Group sold out of Simplify Affinity World Leaders Equity ETF (WLDR) in Q2 2026, closing a stake of 401 shares — an estimated $14.9K sold.

UBS Group first reported a position in WLDR in Q4 2018 and held it in 24 quarters. The position peaked at $49K in Q2 2025. 15 funds tracked by Wall St. Rank hold WLDR as of Q2 2026.

  • UBS Group reported no remaining Simplify Affinity World Leaders Equity ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 401 Simplify Affinity World Leaders Equity ETF shares in Q2 2026, an estimated $14.9K.
  • UBS Group first reported a position in Simplify Affinity World Leaders Equity ETF in Q4 2018 and held it in 24 quarters.
  • UBS Group's Simplify Affinity World Leaders Equity ETF position peaked at $49K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.