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WSRI ETF · Wealthsimple North America Socially Responsible Index ETF
Performance & flows
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | -6.47%  | -1.36%  | +8.41% | +39.40% | +63.54%  | +0.30% | +0.30% | -1.22% | |
| Flows |
Key fund info
Enterprise
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Risk profile
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | -1.36% | +8.41% | +39.40% | +63.54% |
| 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 WSRI 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.
WSRI’s has a Final Sustainability Grade of either C+, C, C-, or D.
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 WSRI
What does Wealthsimple North America Socially Responsible Index ETF, WSRI, invest in?
WSRI is a Passive ETF. This ETF provides exposure to Other Large and Mid-Cap North American Equities.
Which benchmark or index does WSRI replicate?
WSRI tracks the Solactive Wealthsimple North America Socially Responsible Factor Index NTR - CAD, through a full replication replication method.
What is the Total Expense ratio (TER) of WSRI?
WSRI carries a total expense ratio (TER) of 0.22%, indicating the annual cost for holding the fund.
When was WSRI launched?
WSRI was introduced to the market on June 16, 2020. It trades on Canada
Who is the ETF issuer of WSRI?
Wealthsimple North America Socially Responsible Index ETF, WSRI, is provided by Mackenzie Investments. Learn more about Mackenzie Investments here.
What is the current assets under management (AUM) of WSRI?
WSRI oversees €601M in assets as of April 1, 2026.
How has WSRI performed lately?
Based on data from April 1, 2026, WSRI returned -6.47% over the past month, -1.36% over the last three months and -1.22% year-to-date.
What are the latest inflows or outflows for WSRI?
As of April 1, 2026, WSRI recorded net flows of +€6.4M over the last month and +€16M year-to-date.
Does WSRI distribute dividends?
WSRI follows a distributing dividend policy, meaning it pays out income to investors. As of April 1, 2026, its 12-month trailing yield was 1.29%.
What are the main country or region exposures of WSRI?
As of February 28, 2026, WSRI has significant geographic allocations in USA, Canada and Ireland.
In which sector or theme does WSRI invest in?
As of February 28, 2026, WSRI focuses largely on Consumer Staples, Consumer Discretionary and Health Care.
How many securities does WSRI hold and how diversified is it?
As of February 28, 2026, WSRI holds 178 positions in its portfolio, with 28.93% of assets concentrated in its top 15 holdings.
What are the main positions in WSRI?
As of February 28, 2026, WSRI top three holdings include HYDRO ONE, NVR and LENNAR CORPORATION.
What is the base currency of WSRI?
The base currency of WSRI is CAD.
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