Wise Wealth Partners’s Simplify Exchange Traded Fun Position
Does Wise Wealth Partners own Simplify Exchange Traded Fun (HEQT)? Not currently — the last reported position was 75.4K shares worth $2M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$2M
Q1 2025
Shares
75.4K
% of Portfolio
+5.15%
Quarters Held
1
position exited
Position History HEQT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2025 | 75.4K | $2M | +5.15% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wise Wealth Partners’s full portfolio or all institutional holders of HEQT.