SEC 13F Intelligence

Managers / Q1 2022 · view latest →

Wealthsimple Inc.

CIK 0001915565 · 400 - 80 SPADINA AVENUE, TORONTO, A6, M5V 2J4 · 416-573-4771

Reported Value
$3.2B
Q1 2022
Positions
36
Filings on Record
4
2019–present window
Filed
May 16, 2022
original filing

Summary

Wealthsimple Inc. reported $3.2B in U.S.-listed holdings across 36 positions for Q1 2022.

The portfolio is heavily concentrated: VTI alone accounts for 34.8% of reported value.

Reported Value by Quarter

13F Reported Value
Q1 ’22: $3.2BQ1 ’22Q3 ’22: $2.7BQ3 ’22filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2022

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2022$2.7B38Nov 8, 202213F-HRchanges · EDGAR ↗
Q1 2022$3.2B36May 16, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.