SIMPL AFFI WOR LE EQU ETF-UI (WLDR) Institutional Ownership and Insiders Activity

SIMPL AFFI WOR LE EQU ETF-UI (WLDR) is widely held by institutional investors, with 18 firms reporting positions valued at approximately $76.68M based on SEC Form 13F filings for the quarter ended September 30, 2026.

Sowell Financial Services Llc is the largest disclosed holder, reporting approximately $56.37M in WLDR holdings in its latest filing.

Institutional ownership remains highly concentrated, with Sowell Financial Services Llc representing the majority of disclosed value.

Institutional Holders

18

Total Reported Value

$76.68M

Largest Holder

Sowell Financial Services Llc

Largest Position

$56.37M

Insider Transactions (90d)

0

Latest Filing Quarter

Q3 2026

New Institutional Positions

4

Funds Exiting Positions

8