Sowell Financial Services LLC Has $35.62 Million Holdings in Affinity World Leaders Equity ETF $WLDR

Posted by Stacy Sanders on Dec 28th, 2025

Sowell Financial Services LLC boosted its holdings in Affinity World Leaders Equity ETF (BATS:WLDR – Free Report) by 4.8% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 960,923 shares of the company’s stock after purchasing an additional 44,103 shares during the quarter. Affinity World Leaders Equity ETF comprises 1.4% of Sowell Financial Services LLC’s portfolio, making the stock its 8th largest position. Sowell Financial Services LLC owned approximately 76.87% of Affinity World Leaders Equity ETF worth $35,617,000 as of its most recent SEC filing.

Separately, Norden Group LLC purchased a new position in shares of Affinity World Leaders Equity ETF during the second quarter valued at approximately $207,000.

Affinity World Leaders Equity ETF Trading Up 11.4%

Shares of WLDR stock opened at $36.09 on Friday. Affinity World Leaders Equity ETF has a 12 month low of $25.38 and a 12 month high of $36.10. The stock has a market cap of $45.12 million, a P/E ratio of 16.51 and a beta of 0.95. The company has a 50 day simple moving average of $36.38 and a two-hundred day simple moving average of $35.27.

Affinity World Leaders Equity ETF Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Friday, December 12th were issued a $2.9027 dividend. This represents a $11.61 annualized dividend and a dividend yield of 32.2%. This is a positive change from Affinity World Leaders Equity ETF’s previous quarterly dividend of $0.12. The ex-dividend date of this dividend was Friday, December 12th.

About Affinity World Leaders Equity ETF

(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.