Question 1

What is WSRI?

Accepted Answer

WSRI — Wealthsimple North America Socially Responsible Index ETF — is a Canadian-listed ETF trading on the TSX. NA

Question 2

What is the WSRI ETF price today?

Accepted Answer

WSRI last traded at $50.13 CAD on the TSX. See the price chart above for recent performance.

Question 3

What is the WSRI MER (management expense ratio)?

Accepted Answer

WSRI has a management expense ratio (MER) of 0% per year. This fee is automatically deducted from the fund's assets, so you never pay it directly — but it does reduce your net returns over time. At 0%, WSRI is considered a low-cost ETF.

Question 4

What are WSRI annualised returns?

Accepted Answer

WSRI historical returns: YTD: +4.09%, 1-year: +5.20%, 3-year annualised: +14.83%, 5-year annualised: +10.54%. Past performance is not a guarantee of future results. The 3-year Sharpe ratio is 1.06, which measures risk-adjusted return.

Question 5

Does WSRI pay dividends or distributions?

Accepted Answer

Yes, WSRI distributes income to unitholders. The current distribution yield is approximately 1.29%, paid quarterly. Distributions may include dividends, interest, capital gains, or return of capital depending on the fund's holdings. In a TFSA or RRSP, distributions are sheltered from tax.

Question 6

What does WSRI invest in?

Accepted Answer

WSRI's top holdings include Hydro One Ltd (H, 4.5%), Lennar Corporation (LEN, 2.9%), DR Horton Inc (DHI, 2.7%), The Coca-Cola Company (KO, 2.0%), Procter & Gamble Company (PG, 1.6%) — and 5 more positions. See the full Top 10 Holdings table above for a complete breakdown. The fund tracks the Morningstar DM Americas GR CAD.

Question 7

What sectors does WSRI invest in?

Accepted Answer

WSRI's largest sector exposures are Consumer Defensive (18.1%), Financial Services (17.1%), Healthcare (13.9%). The full sector breakdown is shown in the Sector Weights table on this page.

Question 8

How large is WSRI? (Assets under management)

Accepted Answer

WSRI has approximately $998M in assets under management (AUM). Larger AUM generally means better liquidity, tighter bid-ask spreads, and a lower risk of the fund being wound down.

Question 9

When was WSRI launched?

Accepted Answer

WSRI was launched on June 16, 2020, giving it a 6-year track record. A longer history makes it easier to evaluate how the ETF performs across different market cycles.

Question 10

How do I buy WSRI in Canada?

Accepted Answer

WSRI trades on the TSX under the ticker WSRI. You can buy it through any Canadian brokerage, including Wealthsimple Trade (commission-free), Questrade, TD Direct Investing, RBC Direct, and CIBC Investor's Edge. It can be held in a TFSA, RRSP, FHSA, or taxable account.

Question 11

How risky is WSRI?

Accepted Answer

WSRI has a 1-year volatility of 11.30% and a beta of 0.60 (less volatile than the broad market). Its 3-year Sharpe ratio of 1.06 indicates solid risk-adjusted returns. As with all market-linked investments, past volatility does not predict future risk.

Date	Open	High	Low	Close	Adj Close	Volume
2026-10-06	$49.61	$50.13	$49.61	$50.13	$50.13	10,033
2026-10-05	$49.72	$49.89	$47.31	$49.89	$49.89	4,822
2026-10-02	$50.34	$50.34	$49.84	$49.90	$49.90	15,050
2026-10-01	$49.69	$49.83	$49.51	$49.75	$49.75	50,569
2026-09-30	$50.42	$50.42	$49.96	$49.96	$49.96	6,652
2026-09-29	$50.33	$50.33	$50.03	$50.03	$50.03	474
2026-09-28	$50.17	$50.30	$50.16	$50.19	$50.19	22,108
2026-09-25	$50.09	$50.34	$50.09	$50.33	$50.33	3,665
2026-09-24	$49.95	$50.10	$49.95	$50.10	$50.10	2,828
2026-09-23	$50.40	$50.43	$50.18	$50.18	$50.18	2,500

#	Ticker	Name	Weight
1	H	Hydro One Ltd	4.47%
2	LEN	Lennar Corporation	2.89%
3	DHI	DR Horton Inc	2.66%
4	KO	The Coca-Cola Company	2.00%
5	PG	Procter & Gamble Company	1.59%
6	MDLZ	Mondelez International Inc	1.54%
7	CL	Colgate-Palmolive Company	1.50%
8	CHD	Church & Dwight Company Inc	1.50%
9	AEM	Agnico Eagle Mines Limited	1.44%
10	WPM	Wheaton Precious Metals Corp	1.43%

Sector	Weight
Consumer Defensive	18.13%
Financial Services	17.06%
Healthcare	13.87%
Consumer Cyclicals	12.20%
Technology	11.96%
Basic Materials	8.29%
Industrials	7.27%
Communication Services	5.22%
Utilities	4.40%
Real Estate	0.84%
Energy	0.75%

Ticker	Name	Price	1D
CCOU		$17.59	+11.61%
CCHI	Ninepoint Cameco HighShares ETF	$10.09	+6.21%
CCOE	Harvest Cameco Enhanced High Income Shares ETF	$12.21	+6.08%
AMDU		$29.55	+5.54%
ABXU		$26.45	+5.09%
SHPU		$13.21	+4.76%
PLTU		$37.16	+4.09%
HURA	Global X Uranium Index ETF	$48.51	+3.88%

CIBC Investor's Edge

Wealthsimple North America Socially Responsible Index ETF (WSRI : TSX)

Price Chart (30 Days)

Key Statistics

Recent Price History

Annualised Returns

Top 10 Holdings

Sector Weights

About Wealthsimple North America Socially Responsible Index ETF

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Frequently Asked Questions — WSRI