$2.86 Billion is the total value of Wealthsimple Inc.'s 35 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BNS | Exit | BANK NOVA SCOTIA B C | $0 | – | -2,255 | -100.0% | -0.01% | – |
| VGLT | Exit | VANGUARD SCOTTSDALE FDSlong term treas | $0 | – | -3,860 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 4 | Q3 2022 | 34.8% |
| ISHARES INC | 4 | Q3 2022 | 28.9% |
| ISHARES TR | 4 | Q3 2022 | 14.9% |
| ISHARES INC | 4 | Q3 2022 | 20.6% |
| ISHARES TR | 4 | Q3 2022 | 0.4% |
| ISHARES TR | 4 | Q3 2022 | 0.1% |
| PIMCO ETF TR | 4 | Q3 2022 | 0.1% |
| SPDR SER TR | 4 | Q3 2022 | 0.1% |
| TORONTO DOMINION BK ONT | 4 | Q3 2022 | 0.1% |
| ISHARES INC | 4 | Q3 2022 | 0.1% |
View Wealthsimple Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-03-09 |
View Wealthsimple Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.