SIMPL AFFI WOR LE EQU ETF-UI (WLDR) Institutional Ownership Changes & 13F Activity
SIMPL AFFI WOR LE EQU ETF-UI (WLDR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Partners Wealth Management, Llc, Lpl Financial Llc, Geowealth Management, Llc, Steelpeak Wealth, Llc, and Independent Financial Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Buy | +5,407 | — | 5,407 | $252.00 | Q3 2026 | Nov 02, 2026 |
| Rational Advisors, Inc. | Sell | -541 | -2.0% | 26,022 | $1.21M | Q3 2026 | Nov 02, 2026 |
| Partners Wealth Management, Llc | Buy | +114,185 | — | 114,185 | $5.32M | Q3 2026 | Oct 28, 2026 |
| Sowell Financial Services Llc | Buy | +18,590 | +1.6% | 1,208,959 | $56.37M | Q3 2026 | Oct 23, 2026 |
| Assetmark, Inc | Buy | +134 | +66.3% | 336 | $15.66K | Q3 2026 | Oct 21, 2026 |
| Steelpeak Wealth, Llc | Buy | +58,488 | — | 58,488 | $2.73M | Q3 2026 | Oct 16, 2026 |
| Independent Financial Group, Llc | Buy | +20,710 | — | 20,710 | $965.69K | Q3 2026 | Oct 13, 2026 |
| Equitable Holdings, Inc. | Sell | -15,986 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Jane Street Group, Llc | Sell | -6,606 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Sell | -5,144 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -4,200 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -278 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Sell | -12,264 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Sell | -84,323 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 07, 2026 |
| Geowealth Management, Llc | Sell | -80,077 | -100.0% | 0 | $0.00 | Q3 2026 | Jul 30, 2026 |
Frequently asked questions about WLDR activity
Which institutional owners are buying WLDR?
Institutional owners buying WLDR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in WLDR activity?
"Buy" means an investor increased their reported position in WLDR compared to the prior reporting period. This reflects growing exposure to SIMPL AFFI WOR LE EQU ETF-UI (WLDR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in WLDR increasing?
Institutional interest in WLDR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.