WLDR - ETF AI Analysis
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Affinity World Leaders Equity ETF (WLDR)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year, showing solid momentum despite a slightly negative recent month.
Leading Tech Holdings
Several of the largest technology positions, such as Micron, Dell, and Seagate, have shown strong year-to-date performance, helping drive the fund’s returns.
Global Diversification
While most assets are in the U.S., the fund also invests across multiple countries in Europe and Asia, adding some international diversification.
Negative Factors
High Technology Concentration
Over one-third of the portfolio is in technology stocks, which can increase volatility if the tech sector experiences a downturn.
Mixed Top Holding Performance
Some key positions like Omnicom, AT&T, and AppLovin have shown weak year-to-date performance, which can offset gains from stronger holdings.
Above-Average Expense Ratio
The fund’s expense ratio is relatively high for an ETF, meaning more of the returns are used to cover fees instead of going to investors.
WLDR vs. SPDR S&P 500 ETF (SPY)
AUM91.36M
RegionDeveloped Markets
Expense Ratio0.67%
Beta0.99
IssuerSimplify
Inception DateJan 16, 2018
Dividend Yield7.24%
Asset ClassEquity
Index TrackedFTSE StarMine Affinity World Leaders Index - USD - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume23,355
30 Day Avg. Volume14,427
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
54.13Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering112
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
WLDR Summary
WLDR, the Affinity World Leaders Equity ETF, tracks the FTSE StarMine Affinity World Leaders Index and invests in leading companies from around the world, with most of its money in U.S. stocks. It holds many sectors, but is especially heavy in technology. Well-known names in the fund include Micron and Dell Technologies. An investor might choose WLDR for broad global diversification and the potential growth that comes from owning many large, established companies. A key risk is that it leans heavily toward tech and global stock markets, so its value can rise and fall quite a bit over time.
How much will it cost me?The Affinity World Leaders Equity ETF (WLDR) has an expense ratio of 0.67%, which means you’ll pay $6.70 per year for every $1,000 invested. This is higher than average because it is actively managed, aiming to select top-performing global companies rather than simply tracking an index. Active management often involves more research and decision-making, which increases costs.
What would affect this ETF?WLDR's focus on developed markets and its strong exposure to the technology sector could benefit from ongoing innovation and demand for tech solutions, especially as global economies continue to digitize. However, rising interest rates or economic slowdowns in developed markets could negatively impact growth-oriented sectors like technology and consumer cyclical, which are significant parts of the ETF's portfolio.
WLDR Top 10 Holdings
WLDR is leaning heavily on hardware and semiconductor names, with Dell and Micron acting as the main engines of performance thanks to their strong, AI-fueled momentum. Seagate and HP are contributing steadily, though their gains are more measured, keeping the ride smoother rather than explosive. Jabil’s mixed showing has been a mild drag, while telecom giants Verizon and AT&T feel more like ballast than boosters, with slower, sometimes lagging moves. Overall, it’s a developed-markets fund with a clear tilt toward U.S. tech leadership driving the story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Dell Technologies | 6.70% | $6.11M | $262.79B | 218.39% | 65 Neutral | |
| Micron | 6.24% | $5.69M | $929.52B | 684.73% | 79 Outperform | |
| Seagate Tech | 5.33% | $4.86M | $191.97B | 453.02% | 68 Neutral | |
| HP | 4.33% | $3.94M | $24.94B | 11.53% | 61 Neutral | |
| Jabil | 3.06% | $2.79M | $33.01B | 44.15% | 73 Outperform | |
| Verizon | 2.45% | $2.23M | $195.46B | 9.16% | 81 Outperform | |
| Omnicom Group | 2.35% | $2.14M | $21.59B | 10.67% | 73 Outperform | |
| AT&T | 2.11% | $1.92M | $159.32B | -16.22% | 71 Outperform | |
| eBay | 1.69% | $1.54M | $50.62B | 24.28% | 70 Outperform | |
| SS&C Technologies Holdings | 1.59% | $1.44M | $18.08B | -8.52% | 78 Outperform |
WLDR Technical Analysis
Positive
―
Price Trends
45.38
Positive
42.44
Positive
39.10
Positive
Market Momentum
0.09
Negative
54.64
Neutral
76.43
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WLDR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 45.26, equal to the 50-day MA of 45.38, and equal to the 200-day MA of 39.10, indicating a bullish trend. The MACD of 0.09 indicates Negative momentum. The RSI at 54.64 is Neutral, neither overbought nor oversold. The STOCH value of 76.43 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for WLDR.
WLDR Peer Comparison
Comparison Results
Performance Comparison
WLDR
Affinity World Leaders Equity ETF
45.96
14.75
47.26%
KNO
AXS Knowledge Leaders ETF
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―
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TNXT
T. Rowe Price Innovation Leaders ETF
―
―
―
HDMV
First Trust Horizon Managed Volatility Developed Intl ETF
―
―
―
WDAI
Pacer S&P World 3AI Top 300 ETF
―
―
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GLBL
Pacer MSCI World Industry Advantage ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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