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Simplify Affinity World Leaders Equity ETF
WLDR

17 hedge funds and large institutions have $50M invested in Simplify Affinity World Leaders Equity ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

42% more funds holding

Funds holding: 12 → 17 (+5)

13% more capital invested

Capital invested by funds: $44.2M → $50M (+$5.8M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.12% less ownership

Funds ownership: 85.64% → 81.51% (-4.1%)

Holders
17
Holders Change
+5
Holders Change %
+41.67%
% of All Funds
0.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
5
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.31M
2
FTUS
Flow Traders U.S.
New York
+$1.25M
3
Citadel Advisors
Citadel Advisors
Florida
+$987K
4
EH
Equitable Holdings
New York
+$902K
5
RA
Rational Advisors
New York
+$892K

Top Sellers

Rank Fund Capital Flow
1
SL
Systelligence LLC
Minnesota
-$2.58M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$11.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1
Sowell Financial Services
Arkansas
$40.2M +$704K +18,576 +2%
GM
2
GeoWealth Management
Illinois
$2.97M +$71.8K +1,894 +2%
Citadel Advisors
3
Citadel Advisors
Florida
$1.29M +$987K +26,031 +303%
LPL Financial
4
LPL Financial
California
$1.28M +$1.31M +34,501 New
FTUS
5
Flow Traders U.S.
New York
$1.23M +$1.25M +32,965 New
RA
6
Rational Advisors
New York
$875K +$892K +23,527 New
EH
7
Equitable Holdings
New York
$847K +$902K +23,806 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$401K +$87.2K +2,300 +27%
IAA
9
Independent Advisor Alliance
North Carolina
$256K +$261K +6,894 New
NG
10
Norden Group
Utah
$232K – – –
Jones Financial Companies
11
Jones Financial Companies
Missouri
$188K +$195K +5,144 New
Osaic Holdings
12
Osaic Holdings
Arizona
$161K – – –
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$47.4K -$11.4K -301 -19%
AssetMark Inc
14
AssetMark Inc
California
$17.6K +$10K +265 +127%
UBS Group
15
UBS Group
Switzerland
$14.9K +$15.2K +401 New
NS
16
NBC Securities
Alabama
$14.8K – – –
Morgan Stanley
17
Morgan Stanley
New York
$10.3K – – –
SL
18
Systelligence LLC
Minnesota
– -$2.58M -72,592 Closed

WLDR Hedge Fund Activity: Q1 2026 in Review

17 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Simplify Affinity World Leaders Equity ETF (WLDR) for Q1 2026, worth a combined $50M — up 13% from $44.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WLDR positions and 1 closed out — a net gain of 6 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $1.31M. The largest seller was Systelligence LLC, exiting entirely with an estimated $2.58M sold.

  • 17 institutional investors held Simplify Affinity World Leaders Equity ETF (WLDR) as of Q1 2026, up from 12 in Q4 2025.
  • Funds reported $50M of Simplify Affinity World Leaders Equity ETF stock for Q1 2026, up 13% quarter-over-quarter.
  • 7 funds opened new Simplify Affinity World Leaders Equity ETF positions in Q1 2026 and 1 closed out, a net change of +6 holders.
  • The largest Simplify Affinity World Leaders Equity ETF buyer in Q1 2026 was LPL Financial, an estimated $1.31M added.
  • The largest Simplify Affinity World Leaders Equity ETF seller in Q1 2026 was Systelligence LLC, an estimated $2.58M sold.

Based on aggregated 13F filings for Q1 2026.