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Confluence Investment Management’s Wheaton Precious Metals WPM Stock Holding History

Confluence Investment Management’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 		$1.26M Buy
11,175
+558
+5% +$72.6K 0.02% 198
2026
Q1 		$1.39M Buy
10,617
+228
+2% +$31.7K 0.02% 184
2025
Q4 		$1.22M Buy
10,389
+1,732
+20% +$185K 0.02% 197
2025
Q3 		$968K Sell
8,657
-3,388
-28% -$331K 0.01% 220
2025
Q2 		$1.08M Sell
12,045
-275
-2% -$23.2K 0.02% 197
2025
Q1 		$956K Sell
12,320
-336
-3% -$22.4K 0.01% 204
2024
Q4 		$712K Buy
12,656
+536
+4% +$33.2K 0.01% 229
2024
Q3 		$740K Buy
12,120
+546
+5% +$32.5K 0.01% 225
2024
Q2 		$607K Buy
11,574
+292
+3% +$15.6K 0.01% 234
2024
Q1 		$532K Sell
11,282
-286
-2% -$12.9K 0.01% 243
2023
Q4 		$571K Buy
11,568
+781
+7% +$35.3K 0.01% 232
2023
Q3 		$437K Sell
10,787
-2,520
-19% -$109K 0.01% 235
2023
Q2 		$575K Sell
13,307
-370
-3% -$17.6K 0.01% 224
2023
Q1 		$659K Buy
13,677
+274
+2% +$12K 0.01% 214
2022
Q4 		$524K Buy
+13,403
New +$485K 0.01% 231
2019
Q1 		– Sell
-12,715
Closed -$248K – 324
2018
Q4 		$248K Sell
12,715
-84
-0.7% -$1.43K ﹤0.01% 285
2018
Q3 		$224K Sell
12,799
-289
-2% -$5.54K ﹤0.01% 292
2018
Q2 		$289K Sell
13,088
-357
-3% -$7.68K 0.01% 278
2018
Q1 		$274K Sell
13,445
-38
-0.3% -$780 0.01% 207
2017
Q4 		$298K Sell
13,483
-720
-5% -$15K 0.01% 214
2017
Q3 		$271K Buy
14,203
+761
+6% +$15K 0.01% 212
2017
Q2 		$267K Sell
13,442
-724
-5% -$14.8K 0.01% 216
2017
Q1 		$295K Sell
14,166
-46
-0.3% -$956 0.01% 210
2016
Q4 		$275K Buy
14,212
+20
+0.1% +$417 0.01% 214
2016
Q3 		$384K Sell
14,192
-2,524
-15% -$69.4K 0.01% 198
2016
Q2 		$393K Sell
16,716
-2,594
-13% -$50K 0.01% 201
2016
Q1 		$320K Sell
19,310
-659
-3% -$9.54K 0.01% 203
2015
Q4 		$248K Sell
19,969
-374
-2% -$4.94K 0.01% 224
2015
Q3 		$244K Buy
20,343
+3,131
+18% +$40.9K 0.01% 220
2015
Q2 		$298K Sell
17,212
-892
-5% -$17.1K 0.01% 217
2015
Q1 		$344K Buy
18,104
+2,780
+18% +$59.1K 0.01% 212
2014
Q4 		$312K Sell
15,324
-582
-4% -$11.6K 0.01% 222
2014
Q3 		$317K Sell
15,906
-984
-6% -$24.5K 0.01% 227
2014
Q2 		$444K Sell
16,890
-199
-1% -$4.46K 0.02% 217
2014
Q1 		$388K Sell
17,089
-779
-4% -$18.4K 0.02% 220
2013
Q4 		$361K Sell
17,868
-809
-4% -$17.6K 0.02% 229
2013
Q3 		$463K Buy
18,677
+3,401
+22% +$80.9K 0.03% 209
2013
Q2 		$300K Buy
+15,276
New +$364K 0.02% 241

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 $59.9B AUM 27.01% 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

Confluence Investment Management's WPM Position: Q2 2026 in Review

Confluence Investment Management increased its Wheaton Precious Metals (WPM) stake by 5.3% in Q2 2026, buying an estimated $72.6K and bringing the position to 11,175 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #198.

Confluence Investment Management first reported a position in WPM in Q2 2013 and has held it in 38 quarters since. The position peaked at $1.39M in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Confluence Investment Management held 11,175 shares of Wheaton Precious Metals worth $1.26M as of Q2 2026.
  • Confluence Investment Management bought 558 Wheaton Precious Metals shares in Q2 2026, an estimated $72.6K.
  • Wheaton Precious Metals made up 0.02% of Confluence Investment Management's portfolio in Q2 2026, its #198 holding.
  • Confluence Investment Management first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 38 quarters since.
  • Confluence Investment Management's Wheaton Precious Metals position peaked at $1.39M in Q1 2026.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.