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Global ETF Survey 2026

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›ETF Issuers›Mackenzie Investments›WSRI

WSRI

Wealthsimple North America Socially Responsible Index ETF

Passive ETF Equity ESG

Not rated

The WSRI Exchange Traded Fund (ETF) is provided by Mackenzie Investments. It is built to track an index: Solactive Wealthsimple North America Socially Responsible Factor Index. The WSRI ETF provides physical exposure, so by buying it you actually own parts of all the 172 underlying holdings. This share class generates a stream of income by distributing dividends.

$50.89

-$0.39 (-0.76%) yesterday

1:30 PM 07/30/26 Closed

1D price range

$50.52$51.25

52W price range

$45.27$51.89

YTD Perf.

+7.34%

YTD Flows

Annualized volatility

Fund AuM

€640M

Share class AuM

€640M

TTM Yield

Tracking Error

Tracking Difference

Characteristics

ISIN

CA94701L1085

TER

0.22%

Inception date

6/16/2020

Issuer

Mackenzie Investments

Benchmark

Solactive Wealthsimple North America Socially Responsible Factor Index

Replication method

Dividend policy

Distributing

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API

PerformanceDec 31, 2025 - Jul 29, 2026

Flows

Join for free to unlock

Sector exposures

Data as of 06/30/26

Consumer Non-Cyclicals

20.62%

Finance

18.56%

Healthcare

14.40%

Technology

12.24%

Consumer Cyclicals

9.45%

Non-Energy Materials

7.06%

Industrials

6.46%

Utilities

4.78%

Consumer Services

2.63%

Other

3.80%

Latest WSRI news

No content available for this fund

FAQ about WSRI

WSRI is a Passive ETF. This ETF provides exposure to Other Large and Mid-Cap North American Equities.

WSRI tracks the Solactive Wealthsimple North America Socially Responsible Factor Index NTR - CAD, through a full replication replication method.

WSRI carries a total expense ratio (TER) of 0.22%, indicating the annual cost for holding the fund.

WSRI was introduced to the market on June 16, 2020. It trades on Canada

Wealthsimple North America Socially Responsible Index ETF, WSRI, is provided by Mackenzie Investments. Learn more about Mackenzie Investments here.

WSRI oversees €640M in assets as of July 29, 2026.

WSRI follows a distributing dividend policy, meaning it pays out income to investors. As of July 29, 2026, its 12-month trailing yield was 1.29%.

As of June 30, 2026, WSRI has significant geographic allocations in USA and Canada.

As of June 30, 2026, WSRI focuses largely on Consumer Non-Cyclicals, Finance and Healthcare.

As of June 30, 2026, WSRI holds 172 positions in its portfolio, with 27.05% of assets concentrated in its top 15 holdings.

As of June 30, 2026, WSRI top three holdings include Hydro One Ltd., NVR, Inc. and D.R. Horton, Inc..

The base currency of WSRI is CAD.

Top 10 holdings

Data as of 06/30/26

Hydro One Ltd.

4.78%

NVR, Inc.

2.62%

D.R. Horton, Inc.

2.19%

Lennar Corp.

2.07%

The Coca-Cola Co.

1.80%

Vulcan Materials Co.

1.54%

Keurig Dr Pepper, Inc.

1.52%

Colgate-Palmolive Co.

1.49%

Procter & Gamble Co.

1.47%

Monster Beverage Corp.

1.47%

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About Trackinsight

Since our founding in 2016, we have been at the forefront of the industry, delivering accessible, comprehensive, and reliable tools to support the evolving needs of investors.

Over the past decade, Trackinsight has expanded its operations across six countries, serving thousands of professional investors. We’ve consistently innovated to provide cutting-edge solutions that meet the changing demands of the ETF market.

In 2024, Kepler Cheuvreux, a leading independent European financial services firm, acquired a majority stake in Trackinsight, becoming the company's principal shareholder.

This strategic partnership solidifies Trackinsight's position as a premier provider of ETF selection and analysis tools, while strengthening Kepler Cheuvreux’s commitment to becoming a leading player in the ETF sector.

Together, we are committed to offering advanced services that empower professional investors, advisors, institutions, and issuers. This new step enables us to deliver even more comprehensive and innovative technological solutions, driving ETF investing to new heights.

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