Which New Zealand managed funds hold Wesfarmers?

50 New Zealand managed funds hold Wesfarmers as a direct holding, across 16 fund managers. Weights range from -2.390% to 8.71% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Wesfarmers indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in Wesfarmers?

Smart Australian Dividend ETF has the largest direct holding at 8.71% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Wesfarmers?

50 funds hold Wesfarmers directly, across 16 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold Wesfarmers indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
Smart Australian Dividend ETF	Smartshares	8.71%
Smart Australian Top 20 ETF	Smartshares	5.03%
BetaShares Australia 200 Fund	BetaShares	3.22%
Smart Australian Top 200 ETF	Smartshares	3.06%
Summer Australian Equities	Summer	1.96%
Pathfinder Ethical Trans-Tasman Fund	Pathfinder	1.50%
SBS Wealth Australasian Equity Portfolio	SBS Wealth	1.03%
Clarity Trans-Tasman Value Fund	Clarity	0.960%
Booster Wealth Geared Growth Fund	Booster	0.630%
Milford Trans-Tasman Equity Fund	Milford	0.520%
Booster Wealth High Growth Fund	Booster	0.510%
Booster Wealth Growth Fund	Booster	0.440%
Booster Socially Responsible Growth Fund	Booster	0.360%
Booster Socially Responsible High Growth Fund	Booster	0.340%
Booster Wealth Balanced Fund	Booster	0.330%
Pathfinder Ethical Growth Fund	Pathfinder	0.320%
Generate Focused Growth Managed Fund	GGenerate	0.300%
Booster Socially Responsible Balanced Fund	Booster	0.280%
Kernel World ex-US Fund	Kernel	0.250%
Summer Growth Selection	Summer	0.240%
Booster Wealth Moderate Fund	Booster	0.230%
Booster Shielded Growth Fund	Booster	0.200%
Kernel High Growth Fund	Kernel	0.180%
SBS Wealth Balanced Strategy	SBS Wealth	0.160%
Octagon Balanced Fund	Octagon	0.150%
Summer Balanced Selection	Summer	0.150%
Kernel Global ESG Fund	Kernel	0.140%
Milford Aggressive Fund	Milford	0.120%
Kernel Balanced Fund	Kernel	0.110%
Simplicity Hedged Global Share Fund	Simplicity	0.090%
Simplicity Unhedged Global Share Fund	Simplicity	0.090%
ACI Growth Fund	AACI	0.080%
Mercer All Country Global Shares Index Fund	Mercer	0.080%
Summer Conservative Selection	Summer	0.080%
SBS Wealth Conservative Strategy	SBS Wealth	0.080%
Milford Diversified Income Fund	Milford	0.070%
Simplicity High Growth Investment Fund	Simplicity	0.070%
Milford Balanced Fund	Milford	0.060%
Simplicity Growth Investment Fund	Simplicity	0.050%
Simplicity Balanced Investment Fund	Simplicity	0.040%
ACI Conservative Fund	AACI	0.030%
Mercer Global Shares Fund	Mercer	0.030%
Milford Conservative Fund	Milford	0.020%
Harbour Balanced Growth Fund	Harbour	0.010%
Mercer Responsible Balanced Fund	Mercer	0.010%
Simplicity Conservative Investment Fund	Simplicity	0.010%
Milford Active Growth Fund	Milford	0.000%
Harbour Income Fund	Harbour	-0.010%
Salt Long Short Fund	Salt	-0.490%
Harbour Long Short Fund	Harbour	-2.390%

Funds holding Wesfarmers usually also hold

Companies that appear alongside Wesfarmers in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 4 spellings were treated as Wesfarmers — shown so you can check the grouping rather than take it on trust.

WESFARMERS LIMITED
Wesfarmers
Wesfarmers Limited
Wesfarmers Ltd

← All holdings