EH
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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
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Equitable Holdings's WPM Position: Q1 2026 in Review

Equitable Holdings reduced its Wheaton Precious Metals (WPM) stake by 77% in Q1 2026, selling an estimated $2.86M and leaving 6,147 shares worth $723K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Equitable Holdings first reported a position in WPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.14M in Q4 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Equitable Holdings held 6,147 shares of Wheaton Precious Metals worth $723K as of Q1 2026.
  • Equitable Holdings sold 20,549 Wheaton Precious Metals shares in Q1 2026, an estimated $2.86M.
  • Wheaton Precious Metals made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1105 holding.
  • Equitable Holdings first reported a position in Wheaton Precious Metals in Q1 2024 and has held it in 9 quarters since.
  • Equitable Holdings's Wheaton Precious Metals position peaked at $3.14M in Q4 2025.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.