Brinker Capital Investments’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 | $1.6M | Buy |
12,224
+334
| +3% | +$46.5K | 0.01% | 867 |
|
|
2025
Q4 | $1.4M | Buy |
11,890
+3,953
| +50% | +$423K | 0.01% | 1054 |
|
|
2025
Q3 | $888K | Buy |
7,937
+2,311
| +41% | +$226K | 0.01% | 1290 |
|
|
2025
Q2 | $505K | Sell |
5,626
-111
| -2% | -$9.34K | ﹤0.01% | 1507 |
|
|
2025
Q1 | $445K | Sell |
5,737
-383
| -6% | -$25.6K | ﹤0.01% | 1468 |
|
|
2024
Q4 | $344K | Buy |
6,120
+258
| +4% | +$16K | ﹤0.01% | 1490 |
|
|
2024
Q3 | $358K | Sell |
5,862
-1,373
| -19% | -$81.7K | ﹤0.01% | 1450 |
|
|
2024
Q2 | $379K | Sell |
7,235
-62
| -0.8% | -$3.31K | ﹤0.01% | 1374 |
|
|
2024
Q1 | $344K | Sell |
7,297
-339
| -4% | -$15.3K | ﹤0.01% | 1409 |
|
|
2023
Q4 | $366K | Sell |
7,636
-38
| -0.5% | -$1.72K | ﹤0.01% | 1329 |
|
|
2023
Q3 | $311K | Sell |
7,674
-473
| -6% | -$20.4K | ﹤0.01% | 1364 |
|
|
2023
Q2 | $352K | Buy |
8,147
+592
| +8% | +$28.1K | ﹤0.01% | 1347 |
|
|
2023
Q1 | $364K | Sell |
7,555
-131
| -2% | -$5.73K | ﹤0.01% | 1272 |
|
|
2022
Q4 | $300K | Buy |
7,686
+13
| +0.2% | +$470 | 0.01% | 1148 |
|
|
2022
Q3 | $248K | Buy |
7,673
+976
| +15% | +$32.1K | 0.01% | 1195 |
|
|
2022
Q2 | $241K | Sell |
6,697
-439
| -6% | -$19.1K | ﹤0.01% | 1244 |
|
|
2022
Q1 | $340K | Sell |
7,136
-168
| -2% | -$7.3K | 0.01% | 1178 |
|
|
2021
Q4 | $314K | Sell |
7,304
-377
| -5% | -$15.5K | ﹤0.01% | 1233 |
|
|
2021
Q3 | $339K | Hold |
7,681
| – | – | 0.01% | 1099 |
|
|
2021
Q2 | $339K | Buy |
+7,681
| New | +$342K | ﹤0.01% | 1153 |
|
|
2020
Q1 | – | Sell |
-1,090
| Closed | -$32K | – | 776 |
|
|
2019
Q4 | $32K | Hold |
1,090
| – | – | ﹤0.01% | 459 |
|
|
2019
Q3 | $29K | Hold |
1,090
| – | – | ﹤0.01% | 471 |
|
|
2019
Q2 | $26K | Hold |
1,090
| – | – | ﹤0.01% | 669 |
|
|
2019
Q1 | $26K | Hold |
1,090
| – | – | ﹤0.01% | 527 |
|
|
2018
Q4 | $21K | Hold |
1,090
| – | – | ﹤0.01% | 440 |
|
|
2018
Q3 | $19K | Hold |
1,090
| – | – | ﹤0.01% | 440 |
|
|
2018
Q2 | $24K | Buy |
+1,090
| New | +$23.5K | ﹤0.01% | 431 |
|
|
2017
Q3 | – | Sell |
-50
| Closed | -$1K | – | 611 |
|
|
2017
Q2 | $1K | Buy |
+50
| New | +$1.02K | ﹤0.01% | 475 |
|
|
2015
Q1 | – | Sell |
-352
| Closed | -$7K | – | 474 |
|
|
2014
Q4 | $7K | Hold |
352
| – | – | ﹤0.01% | 384 |
|
|
2014
Q3 | $7K | Hold |
352
| – | – | ﹤0.01% | 349 |
|
|
2014
Q2 | $9K | Hold |
352
| – | – | ﹤0.01% | 335 |
|
|
2014
Q1 | $8K | Hold |
352
| – | – | ﹤0.01% | 357 |
|
|
2013
Q4 | $7K | Hold |
352
| – | – | ﹤0.01% | 345 |
|
|
2013
Q3 | $9K | Hold |
352
| – | – | ﹤0.01% | 332 |
|
|
2013
Q2 | $7K | Buy |
+352
| New | +$8.38K | ﹤0.01% | 329 |
|
Other funds holding WPM
VCM
