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 $48.93 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: +1.60%, 1-year: +12.39%, 3-year annualised: +13.48%, 5-year annualised: +11.14%. Past performance is not a guarantee of future results. The 3-year Sharpe ratio is 0.95, 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 1.27%, 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, 5.5%), NVR Inc (NVR, 2.4%), DR Horton Inc (DHI, 2.2%), The Coca-Cola Company (KO, 1.9%), Lennar Corporation (LEN, 1.9%) — 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 (17.3%), Financial Services (16.4%), Healthcare (14.5%). 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 $994M 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 10.82% and a beta of 0.64 (less volatile than the broad market). Its 3-year Sharpe ratio of 0.95 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
2026-06-02	$48.61	$48.93	$48.61	$48.93	$48.93	5,127
2026-06-01	$48.66	$48.99	$48.66	$48.99	$48.99	3,531
2026-05-29	$49.02	$49.02	$48.95	$48.95	$48.95	3,550
2026-05-28	$48.67	$48.84	$48.67	$48.83	$48.83	1,188
2026-05-27	$49.23	$49.23	$49.23	$49.23	$49.23	607
2026-05-26	$48.95	$48.95	$48.79	$48.90	$48.90	43,470
2026-05-25	$49.17	$49.18	$49.07	$49.09	$49.09	4,700
2026-05-22	$48.41	$48.75	$48.41	$48.71	$48.71	1,310
2026-05-21	$47.81	$48.37	$47.81	$48.36	$48.36	3,621
2026-05-20	$47.80	$48.12	$47.80	$48.12	$48.12	3,276

#	Ticker	Name	Weight
1	H	Hydro One Ltd	5.51%
2	NVR	NVR Inc	2.44%
3	DHI	DR Horton Inc	2.21%
4	KO	The Coca-Cola Company	1.90%
5	LEN	Lennar Corporation	1.88%
6	VMC	Vulcan Materials Company	1.69%
7	MDLZ	Mondelez International Inc	1.53%
8	CL	Colgate-Palmolive Company	1.51%
9	PG	Procter & Gamble Company	1.49%
10	CHD	Church & Dwight Company Inc	1.41%

Sector	Weight
Consumer Defensive	17.33%
Financial Services	16.40%
Healthcare	14.47%
Consumer Cyclicals	13.75%
Technology	13.48%
Basic Materials	7.55%
Industrials	6.71%
Utilities	4.76%
Communication Services	3.92%
Real Estate	0.83%
Energy	0.81%

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

CIBC Investor's Edge

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