WLDR ETF

WLDR ETF
$48.24
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Fund Essentials - as of Sep 1, 2026

Net Assets
$98M
Expense Ratio
0.67%
Dividend Yield (Current)
1.26%
Holdings
117
Inception Date
Jan 16, 2018
Fund Family
Simplify Exchange Traded Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+29.56%
1 Year+46.44%
3 Year+29.40%
5 Year+18.41%

Asset Allocation

Stocks: 99.18%
Other: 1.10%
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Top Holdings

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TickerNameWeight
MUMicron Technology, Inc.6.91%
DELLDell Technologies Inc6.85%
STXSeagate Technology Holdings Plc4.95%
HPQHp Inc.4.84%
JBLJabil, Inc.2.83%
Top 10 Concentration: 37.13%Report Date: Sep 1, 2026
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Dividend Summary

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Dividend Yield (Current)
1.26%
Frequency
Quarterly
Latest Distribution
$0.08
Mar 20, 2026
12M Distributions
2 payments
Total: $2.98

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

WLDR ETF Overview

WLDR ETF (Simplify Affinity World Leaders Equity ETF) is managed by Simplify Exchange Traded Funds with $98.2M in net assets. WLDR expense ratio is 0.67%, holding 117 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2018-01-16.

WLDR performance shows a YTD return of 29.56%. The 1-year return is 46.44% and the 5-year return is 18.41%. WLDR dividend yield stands at 1.26%, paid quarterly.

WLDR top holdings include Micron Technology, Inc. (6.9%), Dell Technologies Inc (6.8%), Seagate Technology Holdings Plc (5.0%), Hp Inc. (4.8%), Jabil, Inc. (2.8%). Go to all WLDR holdings, WLDR sectors, or WLDR dividends.

WLDR can be compared against other funds. Use WLDR overlap to find shared positions, or WLDR vs another fund for a side-by-side view. WLDR alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-1.49%
YTD
+29.56%
1 Year
+46.44%
3 Year
+29.40%

Top 10 Holdings (37.1% of portfolio)

#TickerNameSectorWeight
1MUMicron Technology, Inc.Information Technology6.91%
2DELLDell Technologies IncInformation Technology6.85%
3STXSeagate Technology Holdings PlcInformation Technology4.95%
4HPQHp Inc.Information Technology4.84%
5JBLJabil, Inc.Information Technology2.83%
6VZVerizon CommunicCommunication Services2.57%
7OMCOmnicom Group Inc.Communication Services2.50%
8TBBAt&t IncCommunication Services2.30%
9TGTTarget Corp Common Stock Usd.0833Consumer Discretionary1.74%
10SSNCSs&C Technologies Holdings Inc.Information Technology1.64%