• 13F History

Wealthsimple US, Ltd.

13F Filings History

Latest 13F report
Q1 2021 - May 12, 2021
Value $
$169M
Signature - Title
Naomi Kantrowitz - CCO
Location
Brooklyn, NY
Summary
This page shows a list of all the recent 13F filings made by Wealthsimple US, Ltd.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealthsimple US, Ltd. reported 23 stock holdings with total value $169M as of Q1 2021. Top holdings included VSGX, ESGV, SPTL, LTPZ, and VTI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2021 23 $169M +$1.29M -$14.9M -$13.6M VSGX, ESGV, SPTL, LTPZ, VTI 13F-HR 5/12/2021, 09:12 AM
Q4 2020 24 $183M +$21.4M -$309K +$21.1M VSGX, SPTL, ESGV, LTPZ, VTI 13F-HR 2/8/2021, 06:19 PM
Q3 2020 19 $150M +$34.3M -$504K +$33.8M VSGX, SPTL, ESGV, LTPZ, VTI 13F-HR 11/9/2020, 09:57 AM
Q2 2020 32 $131M +$17.4M -$2.98M +$14.4M VSGX, ESGV, LTPZ, SPTL, VTI 13F-HR 7/8/2020, 01:34 PM
Q1 2020 29 $114M +$50.8M -$45.7M +$5.09M VSGX, ESGV, LTPZ, SPTL, VTI 13F-HR 5/12/2020, 04:56 PM
Q4 2019 31 $126M CRBN, GNMA, VTI, IDEV, BAB 13F-HR 5/8/2020, 02:16 PM