Simplify Affinity World Leaders Equity ETF (WLDR)
ETF ยท Cboe BZX
Simplify Affinity World Leaders Equity ETF (WLDR) is an exchange-traded fund listed on Cboe BZX, where it has traded since January 16, 2018.
- Type
- Exchange-traded fund
- Listed On
- Cboe BZX
- Listed Since
- January 16, 2018
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 15 institutions reported holding WLDR, with 1.5 million shares worth $68.6 million in aggregate. The largest reported holder was Sowell Financial Services, with 1.2 million shares worth $55.3 million. Of the 5 largest holders listed below, 1 opened a new position in WLDR and 4 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Sowell Financial Services | 1,190,369 | $55M | Added 10.26% |
| Lpl Financial | 84,323 | $4M | Added 144.41% |
| Geowealth Management | 80,077 | $4M | Added 0.41% |
| Fig Financial Advisory Services Inc /Adv | 43,713 | $2M | New position |
| Rational Advisors | 26,563 | $1M | Added 12.9% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is WLDR?
Simplify Affinity World Leaders Equity ETF (WLDR) is an exchange-traded fund listed on Cboe BZX, where it has traded since January 16, 2018.
Who are the largest institutional holders of WLDR?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of WLDR were Sowell Financial Services, Lpl Financial and Geowealth Management.
How many institutions own WLDR?
15 institutions reported a position in WLDR for the quarter ended June 30, 2026, worth $68.6 million in total.
Did institutions buy or sell WLDR last quarter?
Of the 5 largest reported holders, 1 opened a new position in WLDR and 4 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for WLDR.
Every reported institutional holder, plus insider and congressional trades in WLDR, on SentiSense.