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 $50.74 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: +5.36%, 1-year: +14.61%, 3-year annualised: +14.59%, 5-year annualised: +10.91%. Past performance is not a guarantee of future results. The 3-year Sharpe ratio is 0.96, 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 1.31%, 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, 4.8%), NVR Inc (NVR, 2.6%), DR Horton Inc (DHI, 2.2%), Lennar Corporation (LEN, 2.1%), The Coca-Cola Company (KO, 1.8%) — 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 Financial Services (17.9%), Consumer Defensive (17.7%), Healthcare (15.2%). 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 $1.05B 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 11.16% and a beta of 0.60 (less volatile than the broad market). Its 3-year Sharpe ratio of 0.96 indicates moderate risk-adjusted returns. As with all market-linked investments, past volatility does not predict future risk.

Date	Open	High	Low	Close	Adj Close	Volume
2026-07-31	$51.16	$51.16	$50.65	$50.74	$50.74	5,655
2026-07-30	$51.25	$51.25	$50.52	$50.89	$50.89	1,190
2026-07-29	$51.40	$51.64	$51.28	$51.28	$51.28	9,779
2026-07-28	$51.57	$51.89	$51.57	$51.87	$51.87	1,434
2026-07-27	$50.90	$51.12	$50.90	$51.08	$51.08	6,856
2026-07-24	$50.30	$50.30	$50.30	$50.30	$50.30	212
2026-07-23	$50.32	$50.32	$49.79	$49.95	$49.95	3,445
2026-07-22	$50.45	$50.53	$50.39	$50.39	$50.39	2,081
2026-07-21	$50.74	$50.74	$50.41	$50.45	$50.45	560
2026-07-20	$50.50	$50.55	$50.50	$50.55	$50.55	1,219

#	Ticker	Name	Weight
1	H	Hydro One Ltd	4.75%
2	NVR	NVR Inc	2.63%
3	DHI	DR Horton Inc	2.17%
4	LEN	Lennar Corporation	2.07%
5	KO	The Coca-Cola Company	1.77%
6	VMC	Vulcan Materials Company	1.50%
7	KDP	Keurig Dr Pepper Inc	1.49%
8	CL	Colgate-Palmolive Company	1.48%
9	PG	Procter & Gamble Company	1.46%
10	MNST	Monster Beverage Corp	1.45%

Sector	Weight
Financial Services	17.88%
Consumer Defensive	17.65%
Healthcare	15.18%
Consumer Cyclicals	13.48%
Technology	11.86%
Industrials	7.22%
Basic Materials	6.86%
Utilities	4.83%
Communication Services	3.56%
Real Estate	0.84%
Energy	0.63%

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COID		$8.24	+16.38%
AMHE	Harvest Amazon Enhanced High Income Shares ETF - Class A Units	$14.70	+14.84%
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AMZH-U	Harvest Amazon High Income Shares ETF	$13.87	+13.13%
MSFH-U	Harvest Microsoft Enhanced High Income Shares ETF	$9.48	+12.46%
PINV	Purpose Global Innovators Fund ETF	$31.26	+12.08%

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

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Price Chart (30 Days)

Key Statistics

Recent Price History

Annualised Returns

Top 10 Holdings

Sector Weights

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