Wealthsimple North America Socially Responsible Index ETF (WSRI.TO) ETF Analysis

Fund Overview

Wealthsimple North America Socially Responsible Index ETF (WSRI.TO) is an exchange-traded fund. The fund holds CA$1.02B in total net assets. The fund is issued by Mackenzie Financial Corporation. The inception date on file is June 16, 2020.

Its biggest positions are Hydro One Ltd (H.TO), NVR Inc (NVR), and D.R. Horton Inc (DHI). Hydro One Ltd alone accounts for 4.74% of the portfolio. The ten largest positions together make up 19.79% of the fund.

Performance Analysis

WSRI.TO last closed at CA$51.48 on September 4, 2026. The trailing one-year price return is +9.19%. Across 5 years the annualized return works out at +10.34%. The fund distributes at a trailing yield of 1.31%.

2026 is still running; the price is +7.61% year to date. Across the complete calendar years on file, 2021 returned +25.13% and 2022 returned −5.87%. Of the 5 complete calendar years on file, 4 finished higher.

Price & Risk Profile

The 52-week range on file runs from CA$46.05 to CA$52.18. The latest close sits 11.79% above that 52-week low. Annualized volatility over the trailing 6 years is 11.93%. The reported beta is 0.6. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.