Wealthsimple

Latest statistics and disclosures from Wealthsimple's latest quarterly 13F-HR filing:

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Positions held by Wealthsimple consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealthsimple

Wealthsimple holds 38 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 34.8 $935M 5.2M 179.47
Ishares Msci Emerg Mrkt (EEMV) 23.7 $638M 13M 50.68
Goldman Sachs Etf Tr Activebeta Wrld (GLOV) 19.0 $511M +3% 15M 34.82
Ishares Tr Core Msci Eafe (IEFA) 13.9 $372M +3% 7.1M 52.67
World Gold Tr Spdr Gld Minis (GLDM) 7.2 $193M +2% 5.9M 32.98
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $11M -2% 139k 79.54
Ishares Msci Gbl Min Vol (ACWV) 0.2 $5.9M -66% 67k 88.56
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $2.3M 34k 66.09
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $1.9M 63k 29.65
Toronto Dominion Bk Ont Com New (TD) 0.1 $1.7M -2% 15k 117.18
Rbc Cad (RY) 0.1 $1.5M 8.9k 171.97
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 0.1 $1.5M +2% 27k 56.10
Ishares Msci Cda Etf (EWC) 0.0 $1.3M 41k 30.77
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $1.0M +265% 28k 36.38
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $781k 18k 43.43
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $684k 11k 62.87
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $628k 8.5k 74.30
Ishares Tr Msci Lw Crb Tg (CRBN) 0.0 $604k 4.8k 126.68
Coca-Cola Company (KO) 0.0 $580k 10k 55.98
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $567k -3% 1.7k 328.31
Shopify Cl A (SHOP) 0.0 $536k +48% 10k 51.46
Ishares Core Msci Emkt (IEMG) 0.0 $516k -4% 12k 43.02
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $474k 6.6k 71.32
Bank of America Corporation (BAC) 0.0 $458k 15k 30.21
Apple (AAPL) 0.0 $458k 3.3k 138.12
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $376k -3% 8.9k 42.03
Bank Of Montreal Cadcom (BMO) 0.0 $337k +2% 2.0k 167.41
Invesco Exchange Traded Fd T Invesco Msci (ERTH) 0.0 $335k 6.9k 48.73
Enbridge (ENB) 0.0 $329k +6% 4.6k 70.78
Etf Ser Solutions Vident Intl Eq (VIDI) 0.0 $312k 16k 19.26
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $284k -2% 7.8k 36.43
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $282k +6% 790.00 356.96
Telus Ord (TU) 0.0 $213k NEW 5.6k 37.95
Brookfield Asset Mgmt Cl A Ltd Vt Sh 0.0 $213k NEW 2.7k 78.22
Cgi Cl A Sub Vtg (GIB) 0.0 $210k NEW 1.5k 143.54
Bk Nova Cad (BNS) 0.0 $205k NEW 2.3k 90.67
Nouveau Monde Graphite Com New (NMG) 0.0 $109k 11k 10.28
Northern Dynasty Minerals Lt Com New (NAK) 0.0 $8.0k 17k 0.46

Past Filings by Wealthsimple

SEC 13F filings are viewable for Wealthsimple going back to 2021