Simplify Affinity World Leaders Equity ETF
WLDR
13 hedge funds and large institutions have $43.2M invested in Simplify Affinity World Leaders Equity ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.
19% more capital invested
Capital invested by funds: $36.2M → $43.2M (+$7.03M)
0% more funds holding
Funds holding: 13 → 13 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.63% less ownership
Funds ownership: 87.06% → 86.44% (-0.63%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$1.67M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$1.53M |
| 3 |
Morgan Stanley
New York
|
+$9.66K |
| 4 |
Jane Street
New York
|
+$5.98K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$391K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$49K |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$41.4K |
| 4 |
AssetMark Inc
Concord,
California
|
-$104 |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$35 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
1
Sowell Financial Services
North Little Rock,
Arkansas
| $35.6M | +$1.53M | +44,103 | +5% |
|
|
GM
2
GeoWealth Management
Chicago,
Illinois
| $2.99M | -$41.4K | -1,192 | -1% |
|
|
SL
3
Systelligence LLC
Bloomington,
Minnesota
| $2.71M | +$1.67M | +47,981 | +191% |
|
|
4
Citadel Advisors
Miami,
Florida
| $766K | -$391K | -11,246 | -35% |
|
|
5
Cetera Investment Advisers
Schaumburg,
Illinois
| $308K | -$35 | -1 | -0% |
|
|
6
Jane Street
New York
| $267K | +$5.98K | +172 | +2% |
|
|
NG
7
Norden Group
Provo,
Utah
| $231K | – | – | – |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $192K | – | – | – |
|
|
NS
9
NBC Securities
Birmingham,
Alabama
| $72.2K | – | – | – |
|
10
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $58K | – | – | – |
|
|
11
Morgan Stanley
New York
| $10.3K | +$9.66K | +278 | New |
|
|
12
AssetMark Inc
Concord,
California
| $10.1K | -$104 | -3 | -1% |
|
|
GRP
13
Global Retirement Partners
San Rafael,
California
| $6K | – | – | – |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$49K | -1,474 | Closed |
|
WLDR Hedge Fund Activity: Q3 2025 in Review
13 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q3 2025, worth a combined $43.2M — up 19% from $36.2M a quarter earlier.
Fund positioning in WLDR was balanced in Q3 2025: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 4 trimmed.
The largest buyer was Systelligence LLC, adding an estimated $1.67M. The largest seller was Citadel Advisors, cutting an estimated $391K.
- 13 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $43.2M of Simplify Affinity World Leaders Equity ETF stock for Q3 2025, up 19% quarter-over-quarter.
- 1 fund opened new Simplify Affinity World Leaders Equity ETF positions in Q3 2025 and 1 closed out, a net change of 0 holders.
- The largest Simplify Affinity World Leaders Equity ETF buyer in Q3 2025 was Systelligence LLC, an estimated $1.67M added.
- The largest Simplify Affinity World Leaders Equity ETF seller in Q3 2025 was Citadel Advisors, an estimated $391K sold.
Based on aggregated 13F filings for Q3 2025.