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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$73.6M
$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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