Wealthsimple Inc. holdings history

Add to watchlist

43 is the total number of securities Wealthsimple Inc. has owned. The longest Wealthsimple Inc. has owned a single stock is 4 quarters.

Wealthsimple Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VTI VANGUARD INDEX FDS4434.38%34.65%34.83%Q4 2021Q3 20224
EEMV ISHARES INC4423.65%25.07%28.90%Q4 2021Q3 20224
IEFA ISHARES TR4413.86%14.24%14.86%Q4 2021Q3 20224
ACWV ISHARES INC440.22%5.52%20.60%Q4 2021Q3 20224
ITOT ISHARES TR440.39%0.41%0.42%Q4 2021Q3 20224
USMV ISHARES TR440.08%0.09%0.09%Q4 2021Q3 20224
LTPZ PIMCO ETF TR440.06%0.08%0.13%Q4 2021Q3 20224
SPTL SPDR SER TR440.06%0.07%0.08%Q4 2021Q3 20224
TD TORONTO DOMINION BK ONT440.04%0.05%0.06%Q4 2021Q3 20224
EWC ISHARES INC440.05%0.05%0.05%Q4 2021Q3 20224
RY ROYAL BK CDA440.04%0.04%0.06%Q4 2021Q3 20224
VSGX VANGUARD WORLD FD440.03%0.03%0.03%Q4 2021Q3 20224
ESGV VANGUARD WORLD FD440.02%0.03%0.03%Q4 2021Q3 20224
CRBN ISHARES TR440.02%0.02%0.03%Q4 2021Q3 20224
SHOP SHOPIFY INC440.01%0.02%0.05%Q4 2021Q3 20224
VCSH VANGUARD SCOTTSDALE FDS440.02%0.02%0.02%Q4 2021Q3 20224
IEMG ISHARES INC440.02%0.02%0.02%Q4 2021Q3 20224
KO COCA COLA CO440.02%0.02%0.02%Q4 2021Q3 20224
BAC BK OF AMERICA CORP440.02%0.02%0.02%Q4 2021Q3 20224
BND VANGUARD BD INDEX FDS440.02%0.02%0.02%Q4 2021Q3 20224
AAPL APPLE INC440.02%0.02%0.02%Q4 2021Q3 20224
VEA VANGUARD TAX-MANAGED I...440.01%0.02%0.04%Q4 2021Q3 20224
ERTH INVESCO EXCHANGE TRADE...440.01%0.01%0.02%Q4 2021Q3 20224
VIDI ETF SER SOLUTIONS440.01%0.01%0.02%Q4 2021Q3 20224
VWO VANGUARD INTL EQUITY I...440.01%0.01%0.01%Q4 2021Q3 20224
SPY SPDR S&P 500 ETF TR440.01%0.01%0.01%Q4 2021Q3 20224
BMO BANK MONTREAL QUE440.01%0.01%0.01%Q4 2021Q3 20224
ENB ENBRIDGE INC440.01%0.01%0.01%Q4 2021Q3 20224
NMG NOUVEAU MONDE GRAPHITE...440.00%0.00%0.00%Q4 2021Q3 20224
NAK NORTHERN DYNASTY MINER...440.00%0.00%0.00%Q4 2021Q3 20224
GOLDMAN SACHS ETF TR3318.48%18.72%19.02%Q1 2022Q3 20223
WORLD GOLD TR336.93%7.10%7.19%Q1 2022Q3 20223
VOO VANGUARD INDEX FDS330.02%0.02%0.02%Q1 2022Q3 20223
BNS BANK NOVA SCOTIA HALIFAX210.01%0.01%0.01%Q4 2021Q3 20223
SCHB SCHWAB STRATEGIC TR220.01%0.01%0.01%Q2 2022Q3 20222
BAR GRANITESHARES GOLD TR220.01%0.01%0.02%Q1 2022Q2 20222
VGLT VANGUARD SCOTTSDALE FDS220.01%0.01%0.01%Q4 2021Q1 20222
BAM BROOKFIELD ASSET MGMT INC110.01%0.01%0.01%Q4 2021Q3 20222
GIB CGI INC110.01%0.01%0.01%Q4 2021Q3 20222
UL UNILEVER PLC110.01%0.01%0.01%Q4 2021Q4 20211
TU TELUS CORPORATION110.01%0.01%0.01%Q3 2022Q3 20221
VGK VANGUARD INTL EQUITY I...110.01%0.01%0.01%Q4 2021Q4 20211
BCE BCE INC110.01%0.01%0.01%Q4 2021Q4 20211
 Download

The securities at the top of the list , including VANGUARD INDEX FDS, ISHARES INC, and ISHARES TR, are the highest-conviction holdings of Wealthsimple Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Wealthsimple Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Wealthsimple Inc. owns currently or has owned in the past.