Wealthsimple Inc. 13F Holdings · last filed Q3 2022
Wealthsimple Inc. reported 38 securities worth $2.69B in its SEC 13F filing for Q3 2022 (period ended 2022-09-30). Top holdings: VTI (34.80%), EEMV (23.73%), GSWO (19.02%). Among its top 25 positions this quarter: 14 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $935.1M | 34.80% | 5.2M | Trimmed |
| 2 | EEMV | ISHARES INC | $637.8M | 23.73% | 12.6M | Added |
| 3 | GSWO | GOLDMAN SACHS ETF TR | $511.1M | 19.02% | 14.7M | Added |
| 4 | IEFA | ISHARES TR | $372.4M | 13.86% | 7.1M | Added |
| 5 | GLDM | WORLD GOLD TR | $193.3M | 7.19% | 5.9M | Added |
| 6 | ITOT | ISHARES TR | $11.0M | 0.41% | 138,800 | Trimmed |
| 7 | ACWV | ISHARES INC | $5.9M | 0.22% | 66,636 | Trimmed |
| 8 | USMV | ISHARES TR | $2.3M | 0.08% | 34,375 | Trimmed |
| 9 | SPTL | SPDR SER TR | $1.9M | 0.07% | 62,500 | Added |
| 10 | LTPZ | PIMCO ETF TR | $1.5M | 0.06% | 26,915 | Added |
| 11 | RY | ROYAL BK CDA | $1.5M | 0.06% | 8,932 | Added |
| 12 | TD | TORONTO DOMINION BK ONT | $1.7M | 0.06% | 14,712 | Trimmed |
| 13 | EWC | ISHARES INC | $1.3M | 0.05% | 41,150 | Added |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $1.0M | 0.04% | 28,260 | Added |
| 15 | ESGV | VANGUARD WORLD FD | $684,000 | 0.03% | 10,879 | Added |
| 16 | VSGX | VANGUARD WORLD FD | $781,000 | 0.03% | 17,985 | Added |
| 17 | AAPL | APPLE INC | $458,000 | 0.02% | 3,316 | Added |
| 18 | BAC | BK OF AMERICA CORP | $458,000 | 0.02% | 15,162 | Added |
| 19 | BND | VANGUARD BD INDEX FDS | $474,000 | 0.02% | 6,646 | Trimmed |
| 20 | CRBN | ISHARES TR | $604,000 | 0.02% | 4,768 | Trimmed |
| 21 | IEMG | ISHARES INC | $516,000 | 0.02% | 11,994 | Trimmed |
| 22 | KO | COCA COLA CO | $580,000 | 0.02% | 10,361 | Hold |
| 23 | SHOP | SHOPIFY INC | $536,000 | 0.02% | 10,415 | Added |
| 24 | VCSH | VANGUARD SCOTTSDALE FDS | $628,000 | 0.02% | 8,452 | Trimmed |
| 25 | VOO | VANGUARD INDEX FDS | $567,000 | 0.02% | 1,727 | Trimmed |
Source: SEC Form 13F filings · as of 2022-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR