Affinity World Leaders Equity ETF $WLDR Holdings Increased by Sowell Financial Services LLC

Posted by Joseph Griffin on Dec 28th, 2025

Sowell Financial Services LLC increased its stake in shares of Affinity World Leaders Equity ETF (BATS:WLDR – Free Report) by 4.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 960,923 shares of the company’s stock after acquiring an additional 44,103 shares during the period. Affinity World Leaders Equity ETF comprises 1.4% of Sowell Financial Services LLC’s holdings, making the stock its 8th largest position. Sowell Financial Services LLC owned approximately 0.77% of Affinity World Leaders Equity ETF worth $35,617,000 as of its most recent filing with the Securities & Exchange Commission.

Separately, Norden Group LLC acquired a new stake in shares of Affinity World Leaders Equity ETF during the 2nd quarter worth approximately $207,000.

Affinity World Leaders Equity ETF Price Performance

BATS:WLDR opened at $36.09 on Friday. The company has a 50 day moving average price of $36.38 and a 200-day moving average price of $35.27. Affinity World Leaders Equity ETF has a 1-year low of $25.38 and a 1-year high of $36.10. The firm has a market cap of $45.12 million, a price-to-earnings ratio of 16.51 and a beta of 0.95.

Affinity World Leaders Equity ETF Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Friday, December 12th were given a $2.9027 dividend. This represents a $11.61 dividend on an annualized basis and a dividend yield of 32.2%. This is an increase from Affinity World Leaders Equity ETF’s previous quarterly dividend of $0.12. The ex-dividend date was Friday, December 12th.

Affinity World Leaders Equity ETF Company Profile

(Free Report)

The Affinity World Leaders Equity ETF (WLDR) is an exchange-traded fund that mostly invests in total market equity. The fund tracks an index of multi-factor-selected securities from the developed markets, weighted in accordance with a proprietary risk model. WLDR was launched on Jan 17, 2018 and is managed by Affinity.