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

Generate 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 Q2	$6.74M	Buy	+60,000	New	+$7.81M	0.28%	76
2024 Q1	–	Sell	-111,070	Closed	-$5.48M	–	87
2023 Q4	$5.48M	Buy	+111,070	New	+$5.03M	0.47%	68

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

Generate Investment Management's WPM Position: Q2 2026 in Review

Generate Investment Management opened a new position in Wheaton Precious Metals (WPM) in Q2 2026: 60,000 shares worth $6.74M. The stake represents 0.28% of the portfolio and ranks #76 among its holdings. This is a return to the name: Generate Investment Management previously reported a position in WPM as recently as Q4 2023.

Generate Investment Management first reported a position in WPM in Q4 2023 and has held it in 2 quarters since. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Generate Investment Management held 60,000 shares of Wheaton Precious Metals worth $6.74M as of Q2 2026.
Wheaton Precious Metals was a new Generate Investment Management position in Q2 2026.
Wheaton Precious Metals made up 0.28% of Generate Investment Management's portfolio in Q2 2026, its #76 holding.
Generate Investment Management first reported a position in Wheaton Precious Metals in Q4 2023 and has held it in 2 quarters since.
854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Generate Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.