Edmond de Rothschild Holding’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
Q2 | $10.2M | Buy |
91,161
+14,233
| +19% | +$1.85M | 0.14% | 132 |
|
|
2026
Q1 | $10.1M | Sell |
76,928
-12,682
| -14% | -$1.76M | 0.15% | 132 |
|
|
2025
Q4 | $10.5M | Sell |
89,610
-11,165
| -11% | -$1.2M | 0.15% | 126 |
|
|
2025
Q3 | $11.3M | Buy |
100,775
+13,388
| +15% | +$1.31M | 0.17% | 114 |
|
|
2025
Q2 | $7.85M | Buy |
87,387
+10,316
| +13% | +$868K | 0.13% | 141 |
|
|
2025
Q1 | $5.98M | Buy |
77,071
+11,893
| +18% | +$794K | 0.11% | 151 |
|
|
2024
Q4 | $3.67M | Buy |
65,178
+4,834
| +8% | +$299K | 0.06% | 187 |
|
|
2024
Q3 | $3.69M | Buy |
60,344
+42,650
| +241% | +$2.54M | 0.06% | 192 |
|
|
2024
Q2 | $928K | Sell |
17,694
-31,437
| -64% | -$1.68M | 0.02% | 293 |
|
|
2024
Q1 | $2.32M | Buy |
49,131
+10,711
| +28% | +$484K | 0.04% | 224 |
|
|
2023
Q4 | $1.9M | Sell |
38,420
-9,730
| -20% | -$440K | 0.03% | 245 |
|
|
2023
Q3 | $1.95M | Sell |
48,150
-35,020
| -42% | -$1.51M | 0.04% | 245 |
|
|
2023
Q2 | $3.59M | Sell |
83,170
-4,800
| -5% | -$228K | 0.07% | 196 |
|
|
2023
Q1 | $4.24M | Sell |
87,970
-34,412
| -28% | -$1.5M | 0.1% | 179 |
|
|
2022
Q4 | $4.78M | Sell |
122,382
-22,456
| -16% | -$812K | 0.11% | 164 |
|
|
2022
Q3 | $4.69M | Buy |
144,838
+17,338
| +14% | +$569K | 0.12% | 158 |
|
|
2022
Q2 | $4.59M | Buy |
127,500
+31,476
| +33% | +$1.37M | 0.11% | 161 |
|
|
2022
Q1 | $4.57M | Buy |
96,024
+63,594
| +196% | +$2.77M | 0.1% | 176 |
|
|
2021
Q4 | $1.39M | Sell |
32,430
-9,550
| -23% | -$393K | 0.03% | 338 |
|
|
2021
Q3 | $1.58M | Buy |
41,980
+3,980
| +10% | +$174K | 0.04% | 311 |
|
|
2021
Q2 | $1.68M | Sell |
38,000
-11,600
| -23% | -$516K | 0.04% | 307 |
|
|
2021
Q1 | $1.9M | Buy |
49,600
+5,850
| +13% | +$232K | 0.05% | 248 |
|
|
2020
Q4 | $1.83M | Sell |
43,750
-27,550
| -39% | -$1.23M | 0.06% | 239 |
|
|
2020
Q3 | $3.5M | Buy |
71,300
+16,420
| +30% | +$837K | 0.14% | 157 |
|
|
2020
Q2 | $2.42M | Buy |
54,880
+15,000
| +38% | +$590K | 0.1% | 183 |
|
|
2020
Q1 | $1.1M | Buy |
+39,880
| New | +$1.15M | 0.06% | 198 |
|
|
2017
Q3 | – | Sell |
-15,103
| Closed | -$300K | – | 860 |
|
|
2017
Q2 | $300K | Sell |
15,103
-14,000
| -48% | -$286K | 0.01% | 437 |
|
|
2017
Q1 | $605K | Hold |
29,103
| – | – | 0.02% | 349 |
|
|
2016
Q4 | $561K | Sell |
29,103
-3,900
| -12% | -$81.3K | 0.02% | 351 |
|
|
2016
Q3 | $889K | Sell |
33,003
-9,000
| -21% | -$248K | 0.03% | 290 |
|
|
2016
Q2 | $986K | Buy |
42,003
+9,052
| +27% | +$175K | 0.03% | 256 |
|
|
2016
Q1 | $548K | Buy |
32,951
+3,700
| +13% | +$53.6K | 0.02% | 344 |
|
|
2015
Q4 | $362K | Buy |
29,251
+4,748
| +19% | +$62.7K | 0.01% | 414 |
|
|
2015
Q3 | $293K | Sell |
24,503
-7,800
| -24% | -$102K | 0.01% | 402 |
|
|
2015
Q2 | $565K | Buy |
+32,303
| New | +$621K | 0.01% | 364 |
|
Other funds holding WPM
Edmond de Rothschild Holding's WPM Position: Q2 2026 in Review
Edmond de Rothschild Holding increased its Wheaton Precious Metals (WPM) stake by 19% in Q2 2026, buying an estimated $1.85M and bringing the position to 91,161 shares worth $10.2M. The position accounts for 0.14% of the portfolio, ranked #132.
Edmond de Rothschild Holding first reported a position in WPM in Q2 2015 and has held it in 35 quarters since. The position peaked at $11.3M in Q3 2025. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.
- Edmond de Rothschild Holding held 91,161 shares of Wheaton Precious Metals worth $10.2M as of Q2 2026.
- Edmond de Rothschild Holding bought 14,233 Wheaton Precious Metals shares in Q2 2026, an estimated $1.85M.
- Wheaton Precious Metals made up 0.14% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #132 holding.
- Edmond de Rothschild Holding first reported a position in Wheaton Precious Metals in Q2 2015 and has held it in 35 quarters since.
- Edmond de Rothschild Holding's Wheaton Precious Metals position peaked at $11.3M in Q3 2025.
- 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.
Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.