Wealthsimple Inc. Portfolio Holdings

Wealthsimple Inc.

  • $2.69 Billion
  • Q3 2022

Wealthsimple Inc. has filed its 13F form on November 08, 2022 for Q3 2022 where it was disclosed a total value porftolio of $2.69 Billion distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $935M, Ishares Msci Emerging Markets with a value of $638M, Goldman Sachs ETF Tr Activebet with a value of $511M, Ishares Tr with a value of $372M, and World Gold Trust with a value of $193M.

Examining the 13F form we can see an decrease of $172M in the current position value, from $2.86B to 2.69B. Also it can be appreciated an additional of 4 stocks purchases and 1 closed positions.

Wealthsimple Inc. is based out at Toronto, A6

Below you can find more details about Wealthsimple Inc. portfolio as well as his latest detailed transactions.

Portfolio value $2.69 Billion
ETFs: $2.68 Billion
Financial Services: $4.47 Million
Technology: $1.2 Million
Consumer Defensive: $580,000
Energy: $329,000
Communication Services: $213,000
Basic Materials: $117,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$94.7B
$1.72 Million 0.06% of portfolio
14,712
Q3 2022 Reduced 2.94%
$168B
$1.54 Million 0.06% of portfolio
8,932
Q3 2022 Added 0.01%
$130B
$536,000 0.02% of portfolio
10,415
Q3 2022 Added 48.11%
$4.09T
$458,000 0.02% of portfolio
3,316
Q3 2022 Added 0.73%
$354B
$458,000 0.02% of portfolio
15,162
Q3 2022 Added 0.01%
$270B
$580,000 0.02% of portfolio
10,361
Q4 2021 New
$83.8B
$329,000 0.01% of portfolio
4,648
Q3 2022 Added 6.61%
$89.3B
$213,000 0.01% of portfolio
2,723
Q3 2022 New
$23.1B
$210,000 0.01% of portfolio
1,463
Q3 2022 New
$65.1B
$337,000 0.01% of portfolio
2,013
Q3 2022 Added 2.55%
$19.7B
$213,000 0.01% of portfolio
5,613
Q3 2022 New
$63.9B
$205,000 0.01% of portfolio
2,261
Q3 2022 New
$79.7M
$109,000 0.0% of portfolio
10,600
Q2 2022 Reduced 6.19%
$275M
$8,000 0.0% of portfolio
17,426
Q4 2021 New

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $2.69 Billion
  • Prior Value $2.86 Billion
  • Filing
  • Period Q3 2022
  • Filing Date November 08, 2022
  • Form Type 13F-HR
  • Activity in Q3 2022
  • New Purchases 4 stocks
  • Additional Purchases 18 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 13 stocks
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