WLDR · Simplify Affinity World Leaders Equity ETF
WLDR tracks an index and returned +40.0% over the past year.
Points (pts) are percentage points.
| Window | Total return | S&P 500 (SPY) | Gap to SPY |
|---|---|---|---|
| 1M Sep 9 – Oct 9, 2026 | −2.4% | +2.4% | −4.7 pts |
| 3M Jul 10 – Oct 9, 2026 | +2.5% | +3.4% | −0.9 pts |
| 6M Apr 10 – Oct 9, 2026 | +20.9% | +15.2% | +5.7 pts |
| YTD Dec 31, 2025 – Oct 9, 2026 | +33.0% | +15.1% | +18.0 pts |
| 1Y Oct 9, 2025 – Oct 9, 2026 | +40.0% | +17.3% | +22.7 pts |
| 3Y Oct 10, 2023 – Oct 9, 2026 | +132.7% | +85.8% | +46.9 pts |
| Since launch Jan 17, 2018 – Oct 9, 2026 | +175.1% | +218.2% | −43.1 pts |
Total return at closing prices, distributions reinvested. Every column is a total return. Year to date runs from the last close of the year before. Source: ETFIQ.
WLDR top ten by weight, 35.8% of the fund, of its 112 equity positions, from the holdings filed for Jul 31, 2026. An index fund holds what the index holds, so this is the index. Source: the fund’s SEC filing.
In plain words
How we measure
Questions people ask about WLDR
- How has WLDR performed?
- Over the year to Oct 9, 2026, WLDR returned +40.0% with distributions reinvested, against +17.3% for the S&P 500. Over three years the figure is +132.7%.
- What does WLDR cost?
- The prospectus expense ratio is 0.67% a year.
- What does WLDR hold?
- 112 positions as filed for Jul 31, 2026, with the top ten at 35.8% of the fund. 68% of its weight is in stocks the S&P 500 also holds.
- How far is WLDR below its high?
- 3.5% below its high of Aug 17, 2026, measured on the reinvested series to Oct 9, 2026.
ETFIQ links to the documents behind every figure; a link is not an endorsement.
Cite this pageCitation, APA and Markdown
ETFIQ, WLDR, stock fund, data as of Oct 9, 2026. https://etfiq.com/funds/wldr
ETFIQ. (Oct 9, 2026). WLDR, stock fund. Retrieved from https://etfiq.com/funds/wldr
[WLDR, stock fund (ETFIQ, Oct 9, 2026)](https://etfiq.com/funds/wldr)
Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data.
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