WSRI.TO Wealthsimple North America Socially Responsible Index ETF
Issuer
Wealthsimple
Inception
Jun 16, 2020
AUM
C$959.0M
Expense ratio
0.22%
Yield
1.35%
Asset class
Equity
Holdings
177
Last price
C$53.71
Wealthsimple North America Socially Responsible Index ETF is an exchange traded fund launched and managed by Mackenzie Financial Corporation. It invests in public equity markets of the United States and Canada region. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the Solactive Wealthsimple North America Socially Responsible Factor Index, by using full replication technique. It does not invest in stocks of companies operating across fossil fuels, gambling, tobacco, weapons, and alcohol sectors. Wealthsimple North America Socially Responsible Index ETF was formed on March 18, 2020 and is domiciled in Canada.
+10.8%
2025-11-13low 46.05 · high 54.322026-11-13
Performance
| 1M | 3M | YTD | 1Y | 3Y ann. | 5Y ann. | |
|---|---|---|---|---|---|---|
| WSRI.TO | +6.0% | +3.3% | +11.6% | +10.7% | +15.2% | +9.2% |
| Equity average (793 funds) | +0.1% | -0.6% | +7.7% | +9.3% | +11.1% | +5.1% |
Insider activity in the holdings
Open-market insider buying across this fund’s holdings over 90 days, weighted by holding weight: +$783K net.
| Holding | Weight | Insiders bought | Insiders sold |
|---|---|---|---|
| ROL Rollins Inc. | 0.77% | $99.9M | $0 |
| UBER Uber Technologies Inc. | 0.41% | $15.3M | $2.0M |
| TFC Truist Financial Corp. | 0.15% | $2.2M | $0 |
| CVS CVS Health Corp. | 0.57% | $2.0M | $0 |
| CRM Salesforce Inc. | 0.25% | $999K | $1.2M |
| KDP Keurig Dr Pepper Inc. | 1.16% | $250K | $1.1M |
| SYY Sysco Corp. | 0.97% | $192K | $742K |
| CINF Cincinnati Financial Corp. | 0.21% | $172K | $0 |
| BSX Boston Scientific Corp. | 0.60% | $100K | $0 |
| CME CME Group Inc. | 0.32% | $79K | $9.7M |
| MKC McCormick & Co. Inc. non-voting | 0.85% | $45K | $0 |
| NTRS Northern Trust Corp. | 0.18% | $40K | $3.9M |
| AIG American International Group Inc. | 0.22% | $10K | $0 |
| PPG PPG Industries Inc. | 0.81% | $1K | $318K |
Holdings · as of Nov 13, 2026
| # | Holding | Weight |
|---|---|---|
| 1 | H.TO Hydro One Inc. | 5.50% |
| 2 | NVR NVR Inc. | 2.65% |
| 3 | DHI D.R. Horton Inc. | 2.05% |
| 4 | KO The Coca-Cola Co. | 1.91% |
| 5 | LEN Lennar Corp. Class A | 1.88% |
| 6 | VMC Vulcan Materials Co. | 1.59% |
| 7 | CL Colgate Palmolive Co. | 1.57% |
| 8 | PG The Procter & Gamble Co. | 1.52% |
| 9 | MDLZ Mondelez International Inc. | 1.49% |
| 10 | WSRI.TO Agnico-Eagle Mines Ltd. | 1.44% |
| 11 | WPM.TO Wheaton Precious Metals Corp. | 1.42% |
| 12 | CHD Church & Dwight Co. Inc. | 1.40% |
| 13 | JNJ Johnson & Johnson | 1.30% |
| 14 | AGI.TO Alamos Gold Inc. | 1.26% |
| 15 | HSY The Hershey Co. | 1.25% |
| 16 | B4B.DE Metro Inc. | 1.19% |
| 17 | TJX The TJX Companies Inc. | 1.18% |
| 18 | KDP Keurig Dr Pepper Inc. | 1.16% |
| 19 | WN.TO George Weston Ltd. | 1.14% |
| 20 | MNST Monster Beverage Corp. | 1.08% |
| 21 | WMT Walmart Inc. | 1.07% |
| 22 | GIS General Mills Inc. | 1.06% |
| 23 | ROST Ross Stores Inc. | 0.98% |
| 24 | FAST Fastenal Co. | 0.97% |
| 25 | SYY Sysco Corp. | 0.97% |
| 26 | CCO.TO Cameco Corp. | 0.97% |
| 27 | RPRX Royalty Pharma PLC | 0.95% |
| 28 | PAAS.TO Pan American Silver Corp. | 0.93% |
| 29 | COR Cencora Inc. | 0.91% |
| 30 | GWW W.W. Grainger Inc. | 0.90% |
| 31 | DE Deere & Co. | 0.87% |
| 32 | GILD Gilead Sciences Inc. | 0.87% |
| 33 | CTVA Corteva Inc. | 0.87% |
| 34 | LUG.TO Lundin Gold Inc. | 0.87% |
| 35 | HD The Home Depot Inc. | 0.86% |
| 36 | MKC McCormick & Co. Inc. non-voting | 0.85% |
| 37 | DOL.TO Dollarama Inc. | 0.84% |
| 38 | CMCSA Comcast Corp. Class A | 0.81% |
| 39 | PPG PPG Industries Inc. | 0.81% |
| 40 | TT Trane Technologies PLC | 0.80% |
| 41 | AMGN Amgen Inc. | 0.79% |
| 42 | SYK Stryker Corp. | 0.79% |
| 43 | SHW The Sherwin-Williams Co. | 0.78% |
| 44 | ROL Rollins Inc. | 0.77% |
| 45 | ZBH Zimmer Biomet Holdings Inc. | 0.77% |
| 46 | FERG Ferguson Enterprises Inc. | 0.73% |
| 47 | SPGI S&P Global Inc. | 0.72% |
| 48 | PCAR PACCAR Inc. | 0.71% |
| 49 | CMI Cummins Inc. | 0.71% |
| 50 | BIIB Biogen Inc. | 0.70% |
| 51 | EBAY eBay Inc. | 0.66% |
| 52 | VRTX Vertex Pharmaceuticals Inc. | 0.63% |
| 53 | CI Cigna Corp. | 0.63% |
| 54 | QBR-A.TO Quebecor Inc. Class B Sub. voting | 0.63% |
| 55 | GPC Genuine Parts Co. | 0.63% |
| 56 | REGN Regeneron Pharmaceuticals Inc. | 0.60% |
| 57 | BSX Boston Scientific Corp. | 0.60% |
| 58 | MG.TO Magna International Inc. | 0.60% |
| 59 | DIS The Walt Disney Co. | 0.58% |
| 60 | EW Edwards Lifesciences Corp. | 0.57% |
| 61 | CVS CVS Health Corp. | 0.57% |
| 62 | TMUS T-Mobile USA Inc. | 0.57% |
| 63 | ATRL.TO AtkinsRéalis Group | 0.56% |
| 64 | CSCO Cisco Systems Inc. | 0.55% |
| 65 | RMD.AX ResMed Inc. | 0.55% |
| 66 | ANTM Elevance Health Inc. | 0.54% |
| 67 | A Agilent Technologies Inc. | 0.53% |
| 68 | CMG Chipotle Mexican Grill Inc. | 0.51% |
| 69 | ISRG Intuitive Surgical Inc. | 0.49% |
| 70 | GPN Global Payments Inc. | 0.49% |
| 71 | EA Electronic Arts Inc. | 0.47% |
| 72 | ULTA Ulta Beauty Inc. | 0.46% |
| 73 | LULU Lululemon Athletica Inc. | 0.45% |
| 74 | LRCX Lam Research Corp. | 0.45% |
| 75 | ADP Automatic Data Processing Inc. | 0.44% |
| 76 | IDXX IDEXX Laboratories Inc. | 0.44% |
| 77 | IQV IQVIA Holdings Inc. | 0.43% |
| 78 | AAPL Apple Inc. | 0.42% |
| 79 | UBER Uber Technologies Inc. | 0.41% |
| 80 | SSNC SS&C Technologies Holdings Inc. | 0.41% |
| 81 | PYPL PayPal Holdings Inc. | 0.41% |
| 82 | FI Fiserv Inc. | 0.40% |
| 83 | BR Broadridge Financial Solutions Inc. | 0.40% |
| 84 | TRI.TO Thomson Reuters Corp. | 0.39% |
| 85 | IBM International Business Machines Corp. | 0.39% |
| 86 | EXPE Expedia Group Inc. | 0.36% |
| 87 | NFLX Netflix Inc. | 0.36% |
| 88 | CTSH Cognizant Technology Solutions Corp. | 0.36% |
| 89 | NTAP NetApp Inc. | 0.36% |
| 90 | MSFT Microsoft Corp. | 0.35% |
| 91 | RY.TO Royal Bank of Canada | 0.34% |
| 92 | ADSK Autodesk Inc. | 0.33% |
| 93 | NA.TO National Bank of Canada | 0.33% |
| 94 | CME CME Group Inc. | 0.32% |
| 95 | 0Y0Y.L Accenture PLC Class A | 0.32% |
| 96 | XYZ.AX Block Inc. | 0.32% |
| 97 | HUM Humana Inc. | 0.32% |
| 98 | SLF.TO Sun Life Financial Inc. | 0.32% |
| 99 | O Realty Income Corp. | 0.32% |
| 100 | BNS.TO The Bank of Nova Scotia | 0.31% |
| 101 | CM.TO Canadian Imperial Bank of Commerce | 0.31% |
| 102 | TD.TO The Toronto-Dominion Bank | 0.31% |
| 103 | GWO.TO Great-West Lifeco Inc. | 0.31% |
| 104 | BMO.TO Bank of Montreal | 0.30% |
| 105 | CDNS Cadence Design Systems Inc. | 0.30% |
| 106 | FTNT Fortinet Inc. | 0.29% |
| 107 | POW.TO Power Corp. of Canada Sub. Voting | 0.29% |
| 108 | ICE Intercontinental Exchange Inc. | 0.29% |
| 109 | IGM.TO IGM Financial Inc. | 0.29% |
| 110 | 0VQD.L Chubb Ltd. | 0.29% |
| 111 | CBOE Cboe Global Markets Inc. | 0.28% |
| 112 | IFC.TO Intact Financial Corp. | 0.28% |
| 113 | VICI VICI Properties Inc. | 0.28% |
| 114 | META Meta Platforms Inc. Class A | 0.27% |
| 115 | AFL Aflac Inc. | 0.26% |
| 116 | HIG-PG The Hartford Financial Services Group Inc. | 0.25% |
| 117 | ADBE Adobe Systems Inc. | 0.25% |
| 118 | CRM Salesforce Inc. | 0.25% |
| 119 | INTU Intuit Inc. | 0.25% |
| 120 | TRV The Travelers Companies Inc. | 0.24% |
| 121 | MA Mastercard Inc. Class A | 0.24% |
| 122 | SHOP.TO Shopify Inc. Class A | 0.24% |
| 123 | BK The Bank of New York Mellon Corp. | 0.24% |
| 124 | IT Gartner Inc. | 0.24% |
| 125 | V Visa Inc. Class A | 0.23% |
| 126 | WRB W. R. Berkley Corp. | 0.23% |
| 127 | QCOM Qualcomm Inc. | 0.23% |
| 128 | MRVL Marvell Technology Group Ltd. | 0.22% |
| 129 | AVGO Broadcom Inc. | 0.22% |
| 130 | 0Y4Q.L Willis Towers Watson PLC | 0.22% |
| 131 | ACGLN Arch Capital Group Ltd. | 0.22% |
| 132 | AIG American International Group Inc. | 0.22% |
| 133 | AMD Advanced Micro Devices Inc. | 0.22% |
| 134 | NVDA NVIDIA Corp. | 0.21% |
| 135 | ALL The Allstate Corp. | 0.21% |
| 136 | FFH.TO Fairfax Financial Holdings Ltd. Sub. voting | 0.21% |
| 137 | PLD ProLogis Inc. | 0.21% |
| 138 | CINF Cincinnati Financial Corp. | 0.21% |
| 139 | BLK BlackRock Inc. | 0.21% |
| 140 | MKL Markel Corp. | 0.21% |
| 141 | PFG Principal Financial Group Inc. | 0.21% |
| 142 | JPM JPMorgan Chase & Co. | 0.21% |
| 143 | 0U96.L Everest Group Ltd. | 0.20% |
| 144 | NDAQ Nasdaq Inc. | 0.20% |
| 145 | PGR The Progressive Corp. | 0.20% |
| 146 | IAG.TO iA Financial Corp. Inc. | 0.19% |
| 147 | STT State Street Corp. | 0.19% |
| 148 | PNC PNC Financial Services Group Inc. | 0.19% |
| 149 | AMP Ameriprise Financial Inc. | 0.19% |
| 150 | MET MetLife Inc. | 0.18% |
| 151 | BAC Bank of America Corp. | 0.18% |
| 152 | NTRS Northern Trust Corp. | 0.18% |
| 153 | CLS.TO Celestica Inc. Sub. voting | 0.18% |
| 154 | PRU Prudential Financial Inc. | 0.18% |
| 155 | C Citigroup Inc. | 0.18% |
| 156 | MTB M&T Bank Corp. | 0.18% |
| 157 | GS The Goldman Sachs Group Inc. | 0.18% |
| 158 | RJF Raymond James Financial Inc. | 0.17% |
| 159 | MS Morgan Stanley | 0.17% |
| 160 | TROW T. Rowe Price Group Inc. | 0.17% |
| 161 | PINS Pinterest Inc. | 0.17% |
| 162 | FITB Fifth Third Bancorp | 0.16% |
| 163 | USB U.S. Bancorp | 0.16% |
| 164 | BAM.TO Brookfield Asset Management Inc. | 0.16% |
| 165 | RF Regions Financial Corp. | 0.16% |
| 166 | WFC Wells Fargo & Co. | 0.16% |
| 167 | CBRE CBRE Group Inc. Class A | 0.15% |
| 168 | AXP American Express Co. | 0.15% |
| 169 | CFG Citizens Financial Group Inc. | 0.15% |
| 170 | TFC Truist Financial Corp. | 0.15% |
| 171 | SYF Synchrony Financial | 0.12% |
| 172 | COF Capital One Financial Corp. | 0.12% |
| 173 | APP AppLovin Corp. | 0.10% |
| 174 | HOOD Robinhood Markets Inc. | 0.05% |
Sector breakdown
Consumer Defensive17.7%
Financial Services16.8%
Healthcare15.0%
Consumer Cyclical12.9%
Technology10.4%
Basic Materials7.9%
Industrials7.5%
Utilities5.4%
Communication Services4.9%
Real Estate0.9%
Energy0.6%
Country breakdown
United States77.3%
Canada22.4%
Switzerland0.4%
Distributions
| Date | Per unit |
|---|---|
| Sep 21, 2026 | C$0.2016 |
| Jun 22, 2026 | C$0.1636 |
| Mar 23, 2026 | C$0.1352 |
| Dec 22, 2025 | C$0.2260 |
| Sep 22, 2025 | C$0.1374 |
| Jun 23, 2025 | C$0.1111 |
| Mar 24, 2025 | C$0.1270 |
| Dec 23, 2024 | C$0.1631 |
| Sep 23, 2024 | C$0.1399 |
| Jun 24, 2024 | C$0.1479 |
| Mar 18, 2024 | C$0.1143 |
| Dec 18, 2023 | C$0.1719 |
| Sep 18, 2023 | C$0.1271 |
| Jun 19, 2023 | C$0.1273 |
| Mar 20, 2023 | C$0.0844 |
| Dec 19, 2022 | C$0.1328 |
| Sep 19, 2022 | C$0.0933 |
| Jun 20, 2022 | C$0.1026 |
| Mar 21, 2022 | C$0.0726 |
| Dec 20, 2021 | C$0.0960 |
| Sep 20, 2021 | C$0.0775 |
| Jun 21, 2021 | C$0.0696 |
| Mar 22, 2021 | C$0.0466 |
| Dec 21, 2020 | C$0.0891 |
| Sep 21, 2020 | C$0.0215 |
Members of Congress who disclosed this ETF
No member of Congress has disclosed a trade in WSRI.TO in the filings we hold.
Fund facts, prices, performance and distributions: our market-data vendor. Holdings: the vendor and SEC Form N-PORT. Insider and Congress data: InsiderBuying. Last updated Nov 13, 2026. This is historical data, not investment advice. Report a data error