WLDR - ETF AI Analysis
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Affinity World Leaders Equity ETF (WLDR)
WLDR’s rating suggests it is a solid, but not flawless, ETF built around established companies with generally strong fundamentals and exposure to growth areas like AI and advanced memory. Top holdings such as Micron and Verizon contribute positively through robust financial performance, attractive valuations, and strategic positioning in key technology and communications markets, while names like HP and Seagate introduce some caution due to leverage, operational efficiency, and valuation concerns. The main risk factor is the fund’s concentration in a relatively narrow set of tech and communication-related companies, which can increase sensitivity to sector-specific challenges.
WLDR vs. SPDR S&P 500 ETF (SPY)
- AUM
- 142.69M
- Region
- Developed Markets
- Expense Ratio
- 0.67%
- Beta
- 0.98
- Issuer
- Simplify
- Inception Date
- Jan 16, 2018
- Dividend Yield
- 7.30%
- Asset Class
- Equity
- Index Tracked
- FTSE StarMine Affinity World Leaders Index - USD - Benchmark TR Gross
WLDR Summary
WLDR, the Affinity World Leaders Equity ETF, follows the FTSE StarMine Affinity World Leaders Index and invests in leading companies from around the world, with most of its holdings in the U.S. It owns well-known names like Verizon, AT&T, HP, and Salesforce, and spreads money across many sectors, including technology, health care, and financials. Someone might invest in WLDR to get broad global diversification and long-term growth potential in a single fund. A key risk is that stock prices in this ETF can go up and down with the overall market, especially since it has a large tilt toward technology-related companies.
How much will it cost me?
WLDR has an expense ratio of 0.67%, which means you’ll pay about $6.70 per year for every $1,000 invested. This is higher than the average ETF because it’s more actively managed, using a specialized index and selection process to pick world-leading companies.
What would affect this ETF?
WLDR could benefit if global economic growth stays healthy and demand for technology and communication services remains strong, helping its leading tech and telecom holdings like Micron, HP, Dell, Verizon, and AT&T. On the downside, rising interest rates, slower growth in developed markets, or regulatory pressure on large global companies—especially in technology and communications—could weigh on the fund’s performance.
WLDR Top 10 Holdings
WLDR is leaning heavily on tech hardware and electronics, with names like Micron, Dell, TD SYNNEX, and SanDisk powering its AI and data-focused story. Dell and Micron have been rising over the year, helping drive the fund, while TD SYNNEX and HP add steadier support. On the flip side, Seagate’s recent slide and AT&T’s lagging share price are putting some drag on returns, and telecom exposure via Verizon and AT&T feels a bit stuck in the mud. Overall, it’s a developed-markets fund with a clear tilt toward global tech leaders.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 VZ | Verizon | 3.49% | $4.98M | $187.50B | 17.42% | 81Outperform |
 OMC | Omnicom Group | 3.40% | $4.85M | $22.69B | 19.00% | 73Outperform |
 MU | Micron | 3.08% | $4.39M | $967.48B | 264.73% | 79Outperform |
 T | AT&T | 3.08% | $4.39M | $144.09B | -10.68% | 71Outperform |
 HPQ | HP | 2.90% | $4.14M | $25.49B | 15.38% | 61Neutral |
 JBL | Jabil | 2.48% | $3.54M | $27.98B | 23.58% | 73Outperform |
 CTSH | Cognizant | 2.44% | $3.48M | $28.53B | -9.66% | 79Outperform |
 SNX | TD SYNNEX Corporation | 2.47% | $3.52M | $18.19B | 52.66% | 73Outperform |
 STX | Seagate Tech | 2.23% | $3.18M | $139.20B | 122.49% | 68Neutral |
 ADBE | Adobe | 2.34% | $3.34M | $95.80B | -25.90% | 80Outperform |
WLDR Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WLDR, the sentiment is Negative. The current price of 44.69 is below the 20-day moving average (MA) of 45.65, below the 50-day MA of 46.81, and above the 200-day MA of 43.16, indicating a neutral trend. The MACD of -0.58 indicates Positive momentum. The RSI at 35.01 is Neutral, neither overbought nor oversold. The STOCH value of 8.97 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for WLDR.
WLDR Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| WLDR | $44.69 | $51.00(14.13% Upside) | $142.69M | 0.67% | 69Neutral |
 WSML | $34.71 | $41.33(19.05% Upside) | $669.24M | 0.30% | 63Neutral |
 IQSI | $38.74 | $46.51(20.07% Upside) | $251.25M | 0.15% | 66Neutral |
 GDIV | $18.91 | $21.17(11.93% Upside) | $237.89M | 0.50% | 73Outperform |
 QWLD | $161.10 | $186.38(15.69% Upside) | $178.12M | 0.30% | 71Outperform |
 ESGG | $239.98 | $288.73(20.32% Upside) | $118.05M | 0.42% | 72Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| WLDR | Affinity World Leaders Equity ETF | 44.69 | 11.46 | 34.48% | |
| WSML | iShares MSCI World Small-Cap ETF | 34.71 | 5.67 | 19.54% | |
| IQSI | IQ Candriam ESG International Equity ETF | 38.74 | 5.52 | 16.63% | |
| GDIV | Harbor Dividend Growth Leaders ETF | 18.91 | 3.07 | 19.41% | |
| QWLD | SPDR MSCI World StrategicFactors ETF | 161.10 | 23.68 | 17.23% | |
| ESGG | Northern Trust Stoxx Global Esg Select Etf | 239.97 | 43.61 | 22.21% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.