13F Filings History of Wealthsimple US, Ltd.

Latest 13F filing: Q1 2021 - 12 May 2021
Latest reported 13F value: $168,858,000
Largest 13F holdings: VSGX ESGV SPTL LTPZ VTI IDEV ACWV EEMV VCSH SUSB VGSH SUB
+8 more
SCHF VGLT SQ AMZN SCHX TSM JNJ NVS
Form 13F summary: Wealthsimple US, Ltd. Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
Form 13F is generally due within 45 days after each calendar quarter ends.
Wealthsimple US, Ltd. reported 23 equity holdings with a total reported market value of $168,858,000 for Q1 2021. Top reported holdings included VSGX, ESGV, SPTL, LTPZ, and VTI.
Manager signature: Naomi Kantrowitz - CCO
Manager location: Brooklyn, NY

Follow Filing Activity

Follow Wealthsimple US, Ltd. with Pro and return when a new 13F portfolio filing changes the record on this page.

Pro alert delivery is coming soon and remains tied to source-backed filing changes rather than inferred market advice.

Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter

Q1 2021

Latest value

$168,858,000

Quarter delta

-$13,967,000

Accepted

12 May 2021, 09:12

Rows shown

1-6 of 6

Quarter	Holdings	SEC-reported value	Bought	Sold	Net	Top Holdings	Form Type	Accepted by SEC
Q1 2021	23	$168,858,000	+$1,286,940	-$14,916,621	-$13,629,681	VSGX, ESGV, SPTL, LTPZ, VTI	13F-HR	12 May 2021, 09:12
Q4 2020	24	$182,825,000	+$21,412,405	-$309,004	+$21,103,401	VSGX, SPTL, ESGV, LTPZ, VTI	13F-HR	08 Feb 2021, 19:19
Q3 2020	19	$150,151,000	+$34,313,833	-$21,860,985	+$12,452,848	VSGX, SPTL, ESGV, LTPZ, VTI	13F-HR	09 Nov 2020, 10:57
Q2 2020	32	$131,477,000	+$17,416,860	-$12,873,978	+$4,542,882	VSGX, ESGV, LTPZ, SPTL, VTI	13F-HR	08 Jul 2020, 13:34
Q1 2020	29	$113,918,000	+$50,796,164	-$48,462,041	+$2,334,123	VSGX, ESGV, LTPZ, SPTL, VTI	13F-HR	12 May 2020, 16:56
Q4 2019	31	$125,837,000	$0	$0	$0	CRBN, GNMA, VTI, IDEV, BAB	13F-HR	08 May 2020, 14:16