Top 38 Wealthsimple Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 34.8% | 5.21M | $935K | new | โ | 2022-09-30 | |
| EEMV | ISHARES INC | 23.73% | 12.58M | $638K | new | โ | 2022-09-30 | |
| GLOV | GOLDMAN SACHS ETF TR | 19.02% | 14.68M | $511K | new | โ | 2022-09-30 | |
| IEFA | ISHARES TR | 13.86% | 7.07M | $372K | new | โ | 2022-09-30 | |
| GLDM | WORLD GOLD TR | 7.19% | 5.86M | $193K | new | โ | 2022-09-30 | |
| ITOT | ISHARES TR | 0.41% | 138.8K | $11K | new | โ | 2022-09-30 | |
| ACWV | ISHARES INC | 0.22% | 66.6K | $6K | new | โ | 2022-09-30 | |
| USMV | ISHARES TR | 0.08% | 34.4K | $2K | new | โ | 2022-09-30 | |
| SPTL | SPDR SER TR | 0.07% | 62.5K | $2K | new | โ | 2022-09-30 | |
| TD | TORONTO DOMINION BK ONT | 0.06% | 14.7K | $2K | new | โ | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Wealthsimple Inc. reports $2.69M in US-listed equity holdings across 38 positions in its most recent 13F filing. Its largest disclosed positions are VTI (34.8%), EEMV (23.7%) and GLOV (19.0%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Wealthsimple Inc.โs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1915565). View Wealthsimple Inc.โs 13F filings on SEC