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WSRD ETF · Wealthsimple Developed Markets ex North America Socially Responsible Index ETF
Performance & flows
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | -4.64%  | -1.86%  | +9.94%  | +29.32% | +19.43% | +2.52% | +2.52% | -1.60% | |
| Flows |
Key fund info
Enterprise
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Risk profile
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | -1.86% | +9.94% | +29.32% | +19.43% |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
Exposure
Sustainability
ESG Consensus® by Conser
Our partner Conser gathers the industry's consensus on the business practices of the underlying holdings. We have computed the following metrics about WSRD ETF's sustainability, based on their methodology.
ESG Consensus® is based on the Final Sustainability Grade, which itself consists of 10 grades. Our partner Conser calculates the exact grade, based on market intelligence, using their proprietary ESG Consensus® methodology.
WSRD’s has a Final Sustainability Grade of either B+, B, or B-.
Issuer
| AuM | ||
|---|---|---|
QUU | Mackenzie US Large Cap Equity Index ETF | €3.29B |
QCN | Mackenzie Canadian Equity Index ETF | €3.05B |
QDX | Mackenzie International Equity Index ETF | €931M |
QBB | Mackenzie Canadian Aggregate Bond Index ETF | €838M |
MIQE | Mackenzie GQE International Equity ETF | €810M |
Frequently asked questions about WSRD
What does Wealthsimple Developed Markets ex North America Socially Responsible Index ETF, WSRD, invest in?
WSRD is a Passive ETF. This ETF provides exposure to Other Large and Mid-Cap Developed markets ex-North America Equities.
Which benchmark or index does WSRD replicate?
WSRD tracks the Solactive Wealthsimple DM ex NA Socially Responsible Factor TR Index - CAD, through a full replication replication method.
What is the Total Expense ratio (TER) of WSRD?
WSRD carries a total expense ratio (TER) of 0.28%, indicating the annual cost for holding the fund.
When was WSRD launched?
WSRD was introduced to the market on June 16, 2020. It trades on Canada
Who is the ETF issuer of WSRD?
Wealthsimple Developed Markets ex North America Socially Responsible Index ETF, WSRD, is provided by Mackenzie Investments. Learn more about Mackenzie Investments here.
What is the current assets under management (AUM) of WSRD?
WSRD oversees €593M in assets as of April 1, 2026.
How has WSRD performed lately?
Based on data from April 1, 2026, WSRD returned -4.64% over the past month, -1.86% over the last three months and -1.60% year-to-date.
What are the latest inflows or outflows for WSRD?
As of April 1, 2026, WSRD recorded net flows of +€6.4M over the last month and +€19M year-to-date.
Does WSRD distribute dividends?
WSRD follows a distributing dividend policy, meaning it pays out income to investors. As of April 1, 2026, its 12-month trailing yield was 2.31%.
What are the main country or region exposures of WSRD?
As of February 28, 2026, WSRD has significant geographic allocations in Japan, United Kingdom and Sweden.
In which sector or theme does WSRD invest in?
As of February 28, 2026, WSRD focuses largely on Consumer Discretionary, Industrials and Financials.
How many securities does WSRD hold and how diversified is it?
As of February 28, 2026, WSRD holds 265 positions in its portfolio, with 18.75% of assets concentrated in its top 15 holdings.
What are the main positions in WSRD?
As of February 28, 2026, WSRD top three holdings include HIKARI TSUSHIN, VERBUND and ANTOFAGASTA.
What is the base currency of WSRD?
The base currency of WSRD is CAD.
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