Simplify Affinity World Leaders Equity ETF
WLDR
12 hedge funds and large institutions have $44.2M invested in Simplify Affinity World Leaders Equity ETF in 2025 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 1 closing their positions.
2% more capital invested
Capital invested by funds: $43.2M → $44.2M (+$943K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.8% less ownership
Funds ownership: 86.44% → 85.64% (-0.8%)
8% less funds holding
Funds holding: 13 → 12 (-1)
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$3.65M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.27K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$440K |
| 2 |
Jane Street
New York
|
-$267K |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$104K |
| 4 |
NS
NBC Securities
Birmingham,
Alabama
|
-$56.5K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$41.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
1
Sowell Financial Services
North Little Rock,
Arkansas
| $37.8M | +$3.65M | +100,103 | +10% |
|
|
GM
2
GeoWealth Management
Chicago,
Illinois
| $2.77M | -$104K | -2,848 | -4% |
|
|
SL
3
Systelligence LLC
Bloomington,
Minnesota
| $2.58M | -$19.3K | -531 | -0.7% |
|
|
4
Citadel Advisors
Miami,
Florida
| $305K | -$440K | -12,083 | -58% |
|
|
5
Cetera Investment Advisers
Schaumburg,
Illinois
| $302K | +$6.27K | +172 | +2% |
|
|
NG
6
Norden Group
Provo,
Utah
| $222K | – | – | – |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $154K | -$41.6K | -1,141 | -21% |
|
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $56K | – | – | – |
|
|
NS
9
NBC Securities
Birmingham,
Alabama
| $14.1K | -$56.5K | -1,552 | -80% |
|
10
Morgan Stanley
New York
| $9.89K | – | – | – |
|
11
AssetMark Inc
Concord,
California
| $7.43K | -$2.29K | -63 | -23% |
|
|
GRP
12
Global Retirement Partners
San Rafael,
California
| $5.76K | – | – | – |
|
|
13
Jane Street
New York
| – | -$267K | -7,191 | Closed |
|
WLDR Hedge Fund Activity: Q4 2025 in Review
12 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q4 2025, worth a combined $44.2M — up 2.2% from $43.2M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of WLDR and 0 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 2 added.
The largest buyer was Sowell Financial Services, adding an estimated $3.65M. The largest seller was Citadel Advisors, cutting an estimated $440K.
- 12 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q4 2025, down from 13 in Q3 2025.
- Funds reported $44.2M of Simplify Affinity World Leaders Equity ETF stock for Q4 2025, up 2.2% quarter-over-quarter.
- 0 funds opened new Simplify Affinity World Leaders Equity ETF positions in Q4 2025 and 1 closed out, a net change of -1 holder.
- The largest Simplify Affinity World Leaders Equity ETF buyer in Q4 2025 was Sowell Financial Services, an estimated $3.65M added.
- The largest Simplify Affinity World Leaders Equity ETF seller in Q4 2025 was Citadel Advisors, an estimated $440K sold.
Based on aggregated 13F filings for Q4 2025.