Simplify Affinity World Leaders Equity ETF (WLDR): ETF
ETF traded on BATS under symbol WLDR. Quoted in usd.
Simplify Affinity World Leaders Equity ETF
-1.05%$45.22
BATS:WLDREquity
AUM $144.63M·YTD --·Yield --
About WLDR
This fund customarily dedicates at least 80% of its total assets, including any borrowed capital for investment, to equity securities found within its benchmark index. This index is generally anticipated to feature between 150 and 250 stock holdings from companies headquartered in the U.S. and a minimum of three other nations, with the potential to encompass up to 20 countries. As a result, a considerable portion of its portfolio will consist of shares from international businesses, alongside its investments in American enterprises.
Largest holdings
- MU Micron Technology, Inc.3.36%
- VZ Verizon Communications, Inc.3.34%
- HPQ HP, Inc.3.23%
- OMC Omnicom Group, Inc.3.18%
- T AT&T, Inc.2.92%
- SNX TD SYNNEX Corporation2.62%
- JBL Jabil, Inc.2.60%
- CTSH Cognizant Technology Solutions Corporation2.59%
- CRM Salesforce, Inc.2.56%
- STX Seagate Technology Holdings plc2.49%
Dividend History
Benchmark Comparison
Compared against
Performance Returns
Drawdown Chart
Analyst Coverage
Savings Plan Calculator
Total Invested
$70,000
Final Portfolio
$106,302
Total Return
+$36,302
(+51.9%)
Dividends Reinvested
$0
compounded into portfolio
Defaults are seeded from historical performance and trailing twelve-month yield. Past performance is not a forecast. Feel free to adjust any input to model your own assumptions.
ETF Key Metrics
AUM$144.63M
NAV$45.20
Premium/Discount+0.05%
Expense Ratio1.05%
Market Cap--
Shares Outstanding--
Inception DateJan. 17, 2018
Fund Details
IssuerSimplify
Asset ClassEquity
Beta--
SectorFinancial Services
DomicileUS
52-Week Range
$34.65$49.14
Current: $45.22
Volume
Volume5.28K
Avg Volume32.87K
Vol/Avg0.16x
30d
18.11K
60d
51.73K
90d
38.61K
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