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Bradley Foster & Sargent’s Wheaton Precious Metals WPM Stock Holding History

Bradley Foster & Sargent’s Portfolio WPM Stock Details WPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.39M Buy
56,927
+1,753
+3% +$228K 0.09% 148
2026
Q1 		$7.23M Sell
55,174
-22,714
-29% -$3.16M 0.11% 131
2025
Q4 		$9.15M Buy
77,888
+27,396
+54% +$2.93M 0.13% 122
2025
Q3 		$5.65M Buy
50,492
+143
+0.3% +$14K 0.08% 147
2025
Q2 		$4.52M Sell
50,349
-8,232
-14% -$693K 0.07% 160
2025
Q1 		$4.55M Buy
58,581
+719
+1% +$48K 0.08% 153
2024
Q4 		$3.25M Buy
57,862
+1,288
+2% +$79.8K 0.05% 171
2024
Q3 		$3.46M Hold
56,574
– – 0.06% 165
2024
Q2 		$2.97M Sell
56,574
-96
-0.2% -$5.13K 0.05% 175
2024
Q1 		$2.67M Sell
56,670
-49,411
-47% -$2.23M 0.05% 182
2023
Q4 		$5.23M Buy
106,081
+559
+0.5% +$25.3K 0.1% 139
2023
Q3 		$4.56M Hold
105,522
– – 0.1% 145
2023
Q2 		$4.56M Buy
105,522
+50,600
+92% +$2.4M 0.1% 145
2023
Q1 		$2.65M Hold
54,922
– – 0.06% 167
2022
Q4 		$2.15M Sell
54,922
-548
-1% -$19.8K 0.05% 180
2022
Q3 		$1.79M Sell
55,470
-6,340
-10% -$208K 0.05% 181
2022
Q2 		$2.23M Buy
61,810
+3,541
+6% +$154K 0.06% 176
2022
Q1 		$2.77M Buy
58,269
+21,366
+58% +$929K 0.06% 171
2021
Q4 		$1.58M Sell
36,903
-1,856
-5% -$76.4K 0.03% 216
2021
Q3 		$1.46M Buy
38,759
+1,115
+3% +$48.6K 0.03% 208
2021
Q2 		$1.66M Buy
+37,644
New +$1.67M 0.04% 202

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bradley Foster & Sargent's WPM Position: Q2 2026 in Review

Bradley Foster & Sargent increased its Wheaton Precious Metals (WPM) stake by 3.2% in Q2 2026, buying an estimated $228K and bringing the position to 56,927 shares worth $6.39M. The position accounts for 0.09% of the portfolio, ranked #148.

Bradley Foster & Sargent first reported a position in WPM in Q2 2021 and has held it in 21 quarters since. The position peaked at $9.15M in Q4 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Bradley Foster & Sargent held 56,927 shares of Wheaton Precious Metals worth $6.39M as of Q2 2026.
  • Bradley Foster & Sargent bought 1,753 Wheaton Precious Metals shares in Q2 2026, an estimated $228K.
  • Wheaton Precious Metals made up 0.09% of Bradley Foster & Sargent's portfolio in Q2 2026, its #148 holding.
  • Bradley Foster & Sargent first reported a position in Wheaton Precious Metals in Q2 2021 and has held it in 21 quarters since.
  • Bradley Foster & Sargent's Wheaton Precious Metals position peaked at $9.15M in Q4 2025.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.