Berkeley Capital Partners’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $576K | Sell |
4,400
-613
| -12% | -$85.3K | 0.13% | 122 |
|
|
2025
Q4 | $589K | Hold |
5,013
| – | – | 0.14% | 127 |
|
|
2025
Q3 | $561K | Sell |
5,013
-2,625
| -34% | -$257K | 0.13% | 120 |
|
|
2025
Q2 | $686K | Hold |
7,638
| – | – | 0.17% | 103 |
|
|
2025
Q1 | $593K | Sell |
7,638
-322
| -4% | -$21.5K | 0.16% | 107 |
|
|
2024
Q4 | $448K | Sell |
7,960
-561
| -7% | -$34.7K | 0.12% | 125 |
|
|
2024
Q3 | $520K | Sell |
8,521
-5,742
| -40% | -$342K | 0.15% | 111 |
|
|
2024
Q2 | $748K | Sell |
14,263
-4
| -0% | -$214 | 0.23% | 89 |
|
|
2024
Q1 | $672K | Sell |
14,267
-54
| -0.4% | -$2.44K | 0.21% | 92 |
|
|
2023
Q4 | $707K | Sell |
14,321
-228
| -2% | -$10.3K | 0.23% | 87 |
|
|
2023
Q3 | $590K | Hold |
14,549
| – | – | 0.21% | 86 |
|
|
2023
Q2 | $629K | Sell |
14,549
-181
| -1% | -$8.6K | 0.22% | 84 |
|
|
2023
Q1 | $709K | Sell |
14,730
-17
| -0.1% | -$743 | 0.26% | 77 |
|
|
2022
Q4 | $576K | Buy |
14,747
+513
| +4% | +$18.5K | 0.22% | 86 |
|
|
2022
Q3 | $461K | Hold |
14,234
| – | – | 0.2% | 86 |
|
|
2022
Q2 | $513K | Sell |
14,234
-930
| -6% | -$40.4K | 0.21% | 86 |
|
|
2022
Q1 | $722K | Sell |
15,164
-593
| -4% | -$25.8K | 0.29% | 69 |
|
|
2021
Q4 | $676K | Buy |
15,757
+1,575
| +11% | +$64.9K | 0.28% | 59 |
|
|
2021
Q3 | $533K | Buy |
14,182
+340
| +2% | +$14.8K | 0.25% | 65 |
|
|
2021
Q2 | $610K | Buy |
13,842
+655
| +5% | +$29.1K | 0.27% | 58 |
|
|
2021
Q1 | $504K | Buy |
+13,187
| New | +$523K | 0.24% | 64 |
|
|
2020
Q1 | – | Sell |
-44,255
| Closed | -$1.32M | – | 138 |
|
|
2019
Q4 | $1.32M | Sell |
44,255
-1,057
| -2% | -$28.9K | 0.67% | 27 |
|
|
2019
Q3 | $1.19M | Sell |
45,312
-875
| -2% | -$23.5K | 0.63% | 31 |
|
|
2019
Q2 | $1.12M | Sell |
46,187
-2,053
| -4% | -$45.5K | 0.52% | 35 |
|
|
2019
Q1 | $1.15M | Buy |
48,240
+3,374
| +8% | +$71.8K | 0.57% | 33 |
|
|
2018
Q4 | $876K | Buy |
44,866
+317
| +0.7% | +$5.41K | 0.49% | 43 |
|
|
2018
Q3 | $780K | Sell |
44,549
-318
| -0.7% | -$6.1K | 0.44% | 51 |
|
|
2018
Q2 | $989K | Sell |
44,867
-816
| -2% | -$17.6K | 0.58% | 39 |
|
|
2018
Q1 | $930K | Buy |
45,683
+1,007
| +2% | +$20.7K | 0.54% | 43 |
|
|
2017
Q4 | $989K | Sell |
44,676
-801
| -2% | -$16.7K | 0.65% | 35 |
|
|
2017
Q3 | $868K | Buy |
45,477
+2,654
| +6% | +$52.2K | 0.58% | 42 |
|
|
2017
Q2 | $852K | Sell |
42,823
-9,122
| -18% | -$186K | 0.58% | 39 |
|
|
2017
Q1 | $1.08M | Buy |
51,945
+32,955
| +174% | +$685K | 0.74% | 27 |
|
|
2016
Q4 | $367K | Buy |
18,990
+8,344
| +78% | +$174K | 0.26% | 79 |
|
|
2016
Q3 | $288K | Buy |
10,646
+494
| +5% | +$13.6K | 0.21% | 88 |
|
|
2016
Q2 | $239K | Sell |
10,152
-13,036
| -56% | -$251K | 0.17% | 101 |
|
|
2016
Q1 | $384K | Buy |
23,188
+3,400
| +17% | +$49.2K | 0.28% | 71 |
|
|
2015
Q4 | $246K | Buy |
+19,788
| New | +$261K | 0.2% | 95 |
|
Other funds holding WPM
VCM
Berkeley Capital Partners's WPM Position: Q1 2026 in Review
Berkeley Capital Partners reduced its Wheaton Precious Metals (WPM) stake by 12% in Q1 2026, selling an estimated $85.3K and leaving 4,400 shares worth $576K. The position accounts for 0.13% of the portfolio, ranked #122.
Berkeley Capital Partners first reported a position in WPM in Q4 2015 and has held it in 38 quarters since. The position peaked at $1.32M in Q4 2019. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.
- Berkeley Capital Partners held 4,400 shares of Wheaton Precious Metals worth $576K as of Q1 2026.
- Berkeley Capital Partners sold 613 Wheaton Precious Metals shares in Q1 2026, an estimated $85.3K.
- Wheaton Precious Metals made up 0.13% of Berkeley Capital Partners's portfolio in Q1 2026, its #122 holding.
- Berkeley Capital Partners first reported a position in Wheaton Precious Metals in Q4 2015 and has held it in 38 quarters since.
- Berkeley Capital Partners's Wheaton Precious Metals position peaked at $1.32M in Q4 2019.
- 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.
Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.