Equitable Holdings’s Wheaton Precious Metals WPM Stock Holding History

Equitable Holdings’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	$446K	Sell	3,969 -2,178	-35%	-$283K	﹤0.01%	1370
2026 Q1	$723K	Sell	6,147 -20,549	-77%	-$2.86M	﹤0.01%	1105
2025 Q4	$3.14M	Buy	26,696 +7,736	+41%	+$828K	0.02%	498
2025 Q3	$2.12M	Buy	18,960 +6,728	+55%	+$657K	0.02%	593
2025 Q2	$1.1M	Buy	12,232 +5,794	+90%	+$488K	0.01%	768
2025 Q1	$500K	Sell	6,438 -2,362	-27%	-$158K	﹤0.01%	916
2024 Q4	$495K	Hold	8,800	–	–	﹤0.01%	872
2024 Q3	$538K	Buy	8,800 +3,587	+69%	+$213K	0.01%	842
2024 Q2	$273K	Sell	5,213 -15	-0.3%	-$802	﹤0.01%	1018
2024 Q1	$246K	Buy	+5,228	New	+$236K	﹤0.01%	1021

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Equitable Holdings's WPM Position: Q2 2026 in Review

Equitable Holdings reduced its Wheaton Precious Metals (WPM) stake by 35% in Q2 2026, selling an estimated $283K and leaving 3,969 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Equitable Holdings first reported a position in WPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.14M in Q4 2025. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Equitable Holdings held 3,969 shares of Wheaton Precious Metals worth $446K as of Q2 2026.
Equitable Holdings sold 2,178 Wheaton Precious Metals shares in Q2 2026, an estimated $283K.
Wheaton Precious Metals made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1370 holding.
Equitable Holdings first reported a position in Wheaton Precious Metals in Q1 2024 and has held it in 10 quarters since.
Equitable Holdings's Wheaton Precious Metals position peaked at $3.14M in Q4 2025.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.