StockDrifts LogoStockDrifts

Wealthsimple Inc 13F Portfolio

Portfolio Manager
Wealthsimple Inc.
Performance
0% (N/A)
AUM (13F)
$2.69M
# of Holdings
38
Performance Rank
N/A
Allocation (Top 20)
N/A
Latest filing
Q3 2022

Wealthsimple Inc. Holdings Map

Top 38 Wealthsimple Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTI
VANGUARD INDEX FDS
34.8%5.21M$935Knew2022-Q3: 5.21M sharesโ€”2022-09-30
EEMV
ISHARES INC
23.73%12.58M$638Knew2022-Q3: 12.58M sharesโ€”2022-09-30
GLOV
GOLDMAN SACHS ETF TR
19.02%14.68M$511Knew2022-Q3: 14.68M sharesโ€”2022-09-30
IEFA
ISHARES TR
13.86%7.07M$372Knew2022-Q3: 7.07M sharesโ€”2022-09-30
GLDM
WORLD GOLD TR
7.19%5.86M$193Knew2022-Q3: 5.86M sharesโ€”2022-09-30
ITOT
ISHARES TR
0.41%138.8K$11Knew2022-Q3: 138.8K sharesโ€”2022-09-30
ACWV
ISHARES INC
0.22%66.6K$6Knew2022-Q3: 66.6K sharesโ€”2022-09-30
USMV
ISHARES TR
0.08%34.4K$2Knew2022-Q3: 34.4K sharesโ€”2022-09-30
SPTL
SPDR SER TR
0.07%62.5K$2Knew2022-Q3: 62.5K sharesโ€”2022-09-30
TD
TORONTO DOMINION BK ONT
0.06%14.7K$2Knew2022-Q3: 14.7K sharesโ€”2022-09-30

About Wealthsimple Inc.โ€™s portfolio

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.

Portfolio concentration

Portfolio concentration
VTI โ€” 34.8% ($935.1K)EEMV โ€” 23.7% ($637.8K)GLOV โ€” 19.0% ($511.1K)IEFA โ€” 13.9% ($372.4K)GLDM โ€” 7.2% ($193.3K)ITOT โ€” 0.4% ($11.0K)ACWV โ€” 0.2% ($5.9K)USMV โ€” 0.1% ($2.3K)SPTL โ€” 0.1% ($1.9K)TD โ€” 0.1% ($1.7K)Other โ€” 0.6% ($14.8K)
99%in top 10
  • VTI34.8%
  • EEMV23.7%
  • GLOV19.0%
  • IEFA13.9%
  • GLDM7.2%
  • ITOT0.4%
  • ACWV0.2%
  • USMV0.1%
  • SPTL0.1%
  • TD0.1%
  • Other0.6%

Unlock alerts, watchlists & AI chat

Sign up free to track Wealthsimple Inc., compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Wealthsimple Inc.โ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1915565). View Wealthsimple Inc.โ€™s 13F filings on SEC

More 13F analyses

View all