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Essex Financial Services’s Wheaton Precious Metals WPM Stock Holding History

Essex Financial Services’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 		$3.88M Sell
29,584
-1,567
-5% -$218K 0.22% 102
2025
Q4 		$3.66M Sell
31,151
-657
-2% -$70.3K 0.21% 107
2025
Q3 		$3.56M Sell
31,808
-322
-1% -$31.5K 0.21% 104
2025
Q2 		$2.89M Sell
32,130
-1,169
-4% -$98.4K 0.19% 124
2025
Q1 		$2.58M Sell
33,299
-684
-2% -$45.6K 0.19% 114
2024
Q4 		$1.91M Buy
33,983
+39
+0.1% +$2.42K 0.14% 141
2024
Q3 		$2.33M Buy
33,944
+8
+0% +$476 0.17% 117
2024
Q2 		$1.85M Sell
33,936
-6,290
-16% -$336K 0.14% 146
2024
Q1 		$1.9M Sell
40,226
-877
-2% -$39.6K 0.17% 116
2023
Q4 		$2.03M Buy
41,103
+4,401
+12% +$199K 0.21% 105
2023
Q3 		$1.49M Sell
36,702
-1,870
-5% -$80.6K 0.17% 125
2023
Q2 		$1.67M Sell
38,572
-85,119
-69% -$4.04M 0.19% 112
2023
Q1 		$5.96M Buy
123,691
+27,307
+28% +$1.19M 0.63% 33
2022
Q4 		$3.77M Buy
96,384
+41,101
+74% +$1.49M 0.4% 60
2022
Q3 		$1.79M Sell
55,283
-31,629
-36% -$1.04M 0.21% 107
2022
Q2 		$3.13M Sell
86,912
-53,000
-38% -$2.3M 0.35% 72
2022
Q1 		$6.66M Sell
139,912
-11,058
-7% -$481K 0.64% 37
2021
Q4 		$6.48M Sell
150,970
-23,458
-13% -$966K 0.64% 37
2021
Q3 		$6.55M Sell
174,428
-720
-0.4% -$31.4K 0.75% 24
2021
Q2 		$7.72M Buy
+175,148
New +$7.79M 1.12% 12

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 $315B AUM 27.84% 1-Year Est. Return

Essex Financial Services's WPM Position: Q1 2026 in Review

Essex Financial Services reduced its Wheaton Precious Metals (WPM) stake by 5% in Q1 2026, selling an estimated $218K and leaving 29,584 shares worth $3.88M. The position accounts for 0.22% of the portfolio, ranked #102.

Essex Financial Services first reported a position in WPM in Q2 2021 and has held it in 20 quarters since. The position peaked at $7.72M in Q2 2021. 852 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Essex Financial Services held 29,584 shares of Wheaton Precious Metals worth $3.88M as of Q1 2026.
  • Essex Financial Services sold 1,567 Wheaton Precious Metals shares in Q1 2026, an estimated $218K.
  • Wheaton Precious Metals made up 0.22% of Essex Financial Services's portfolio in Q1 2026, its #102 holding.
  • Essex Financial Services first reported a position in Wheaton Precious Metals in Q2 2021 and has held it in 20 quarters since.
  • Essex Financial Services's Wheaton Precious Metals position peaked at $7.72M in Q2 2021.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.