$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USMV | ISHARES TRmsci usa min vol | $2,414,000 | -9.5% | 34,386 | 0.0% | 0.08% | 0.0% | |
| KO | COCA COLA CO | $652,000 | +1.6% | 10,361 | 0.0% | 0.02% | +15.0% | |
| BAC | BK OF AMERICA CORP | $472,000 | -24.5% | 15,160 | 0.0% | 0.02% | -15.0% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $279,000 | -16.5% | 739 | 0.0% | 0.01% | 0.0% | |
| NAK | NORTHERN DYNASTY MINERALS LT | $6,000 | -33.3% | 17,426 | 0.0% | 0.00% | – |
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.