Wealthsimple Inc. current holdings: USA Stocks
Wealthsimple Inc. reported $0.20 billion in share positions in stocks (listed in the US), 14 positions, in its Form 13F for the quarter ended 2022-09-30; the largest are GLDM, TD, RY.
- GLDM: Country of operation United States; Class SPDR GLD MINIS; Shares 5,859,730; Value $193,254,000.
- TD: Country of operation —; Class COM NEW; Shares 14,712; Value $1,724,000.
- RY: Country of operation —; Class COM; Shares 8,932; Value $1,536,000.
- KO: Country of operation United States; Class COM; Shares 10,361; Value $580,000.
Form 13F-HR as filed (SEC CIK 1915565): quarter ended 2022-09-30, filed 2022-11-08. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2022-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| GLDM WORLD GOLD TR | United States | SPDR GLD MINIS | 5,859,730 | $193,254,000 | 96.65% | 2022-09-30 | 2022-11-08 | +150.58% |
| TD TORONTO DOMINION BK ONT | COM NEW | 14,712 | $1,724,000 | 0.86% | 2022-09-30 | 2022-11-08 | +94.03% | |
| RY ROYAL BK CDA | COM | 8,932 | $1,536,000 | 0.77% | 2022-09-30 | 2022-11-08 | +121.90% | |
| KO COCA COLA CO | United States | COM | 10,361 | $580,000 | 0.29% | 2022-09-30 | 2022-11-08 | +55.02% |
| SHOP SHOPIFY INC | CL A | 10,415 | $536,000 | 0.27% | 2022-09-30 | 2022-11-08 | +450.33% | |
| AAPL APPLE INC | United States | COM | 3,316 | $458,000 | 0.23% | 2022-09-30 | 2022-11-08 | |
| BAC BK OF AMERICA CORP | United States | COM | 15,162 | $458,000 | 0.23% | 2022-09-30 | 2022-11-08 | +81.99% |
| BMO BANK MONTREAL QUE | COM | 2,013 | $337,000 | 0.17% | 2022-09-30 | 2022-11-08 | +93.53% | |
| ENB ENBRIDGE INC | COM | 4,648 | $329,000 | 0.16% | 2022-09-30 | 2022-11-08 | +25.74% | |
| TU TELUS CORPORATION | COM | 5,613 | $213,000 | 0.11% | 2022-09-30 | 2022-11-08 | -58.91% | |
| GIB CGI INC | CL A SUB VTG | 1,463 | $210,000 | 0.11% | 2022-09-30 | 2022-11-08 | -10.13% | |
| BNS BANK NOVA SCOTIA HALIFAX | COM | 2,261 | $205,000 | 0.10% | 2022-09-30 | 2022-11-08 | +94.39% | |
| NMG NOUVEAU MONDE GRAPHITE INC | COM NEW | 10,600 | $109,000 | 0.05% | 2022-09-30 | 2022-11-08 | -78.33% | |
| NAK NORTHERN DYNASTY MINERALS LT | COM NEW | 17,426 | $8,000 | 0.00% | 2022-09-30 | 2022-11-08 | +504.17% |
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