Affinity World Leaders Equity ETF

Frequently Asked Questions About WLDR

What does WLDR invest in?

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.

What is the expense ratio of WLDR?

Affinity World Leaders Equity ETF (WLDR) charges an expense ratio of 1.05%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WLDR?

Affinity World Leaders Equity ETF (WLDR) manages $88.6M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is WLDR actively managed or an index fund?

WLDR's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was WLDR launched?

Affinity World Leaders Equity ETF (WLDR) launched in January 2018 and is managed by Simplify.

How has WLDR performed?

WLDR's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.