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

Essex 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
Q1 		$643K Hold
4,906
– – 0.1% 160
2025
Q4 		$577K Sell
4,906
-1,396
-22% -$149K 0.09% 166
2025
Q3 		$705K Hold
6,302
– – 0.11% 154
2025
Q2 		$566K Sell
6,302
-155
-2% -$13K 0.1% 159
2025
Q1 		$501K Sell
6,457
-1,707
-21% -$114K 0.1% 160
2024
Q4 		$459K Hold
8,164
– – 0.08% 160
2024
Q3 		$499K Sell
8,164
-61
-0.7% -$3.63K 0.09% 163
2024
Q2 		$431K Hold
8,225
– – 0.08% 169
2024
Q1 		$388K Sell
8,225
-1,941
-19% -$87.7K 0.08% 181
2023
Q4 		$502K Hold
10,166
– – 0.1% 176
2023
Q3 		$412K Hold
10,166
– – 0.07% 244
2023
Q2 		$439K Sell
10,166
-312
-3% -$14.8K 0.06% 258
2023
Q1 		$505K Sell
10,478
-827
-7% -$36.2K 0.07% 250
2022
Q4 		$442K Sell
11,305
-86
-0.8% -$3.11K 0.07% 252
2022
Q3 		$369K Sell
11,391
-450
-4% -$14.8K 0.06% 253
2022
Q2 		$427K Sell
11,841
-656
-5% -$28.5K 0.07% 259
2022
Q1 		$595K Buy
12,497
+8
+0.1% +$348 0.07% 256
2021
Q4 		$536K Sell
12,489
-170
-1% -$7K 0.06% 269
2021
Q3 		$476K Sell
12,659
-1,574
-11% -$68.6K 0.06% 274
2021
Q2 		$627K Sell
14,233
-713
-5% -$31.7K 0.07% 267
2021
Q1 		$571K Sell
14,946
-649
-4% -$25.8K 0.07% 275
2020
Q4 		$651K Sell
15,595
-1,905
-11% -$85.1K 0.08% 269
2020
Q3 		$859K Sell
17,500
-13,158
-43% -$671K 0.12% 237
2020
Q2 		$1.35M Sell
30,658
-50,937
-62% -$2M 0.22% 152
2020
Q1 		$2.25M Sell
81,595
-16,913
-17% -$488K 0.45% 58
2019
Q4 		$2.93M Buy
98,508
+2,331
+2% +$63.7K 0.36% 80
2019
Q3 		$2.52M Buy
96,177
+17,274
+22% +$465K 0.36% 72
2019
Q2 		$1.91M Sell
78,903
-10,774
-12% -$239K 0.26% 129
2019
Q1 		$2.14M Sell
89,677
-7,956
-8% -$169K 0.32% 95
2018
Q4 		$1.91M Buy
97,633
+61,843
+173% +$1.05M 0.3% 100
2018
Q3 		$626K Buy
35,790
+608
+2% +$11.7K 0.07% 276
2018
Q2 		$776K Buy
35,182
+14,742
+72% +$317K 0.1% 253
2018
Q1 		$416K Hold
20,440
– – 0.05% 280
2017
Q4 		$452K Hold
20,440
– – 0.06% 277
2017
Q3 		$390K Sell
20,440
-973
-5% -$19.2K 0.05% 288
2017
Q2 		$426K Hold
21,413
– – 0.06% 264
2017
Q1 		$446K Hold
21,413
– – 0.07% 275
2016
Q4 		$414K Hold
21,413
– – 0.07% 267
2016
Q3 		$579K Sell
21,413
-58,087
-73% -$1.6M 0.09% 235
2016
Q2 		$1.87M Buy
+79,500
New +$1.53M 0.31% 88
2013
Q4 		– Sell
-25,991
Closed -$644K – 396
2013
Q3 		$644K Sell
25,991
-4,168
-14% -$99.1K 0.1% 221
2013
Q2 		$593K Buy
+30,159
New +$718K 0.1% 207

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 $59.9B AUM 27.01% 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 $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Essex Investment Management's WPM Position: Q1 2026 in Review

Essex Investment Management held its Wheaton Precious Metals (WPM) position steady in Q1 2026 at 4,906 shares worth $643K. The position accounts for 0.1% of the portfolio, ranked #160.

Essex Investment Management first reported a position in WPM in Q2 2013 and has held it in 42 quarters since. The position peaked at $2.93M in Q4 2019. 853 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Essex Investment Management held 4,906 shares of Wheaton Precious Metals worth $643K as of Q1 2026.
  • Essex Investment Management left its Wheaton Precious Metals share count unchanged in Q1 2026.
  • Wheaton Precious Metals made up 0.1% of Essex Investment Management's portfolio in Q1 2026, its #160 holding.
  • Essex Investment Management first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 42 quarters since.
  • Essex Investment Management's Wheaton Precious Metals position peaked at $2.93M in Q4 2019.
  • 853 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.