IQ EQ Fund Management’s Wheaton Precious Metals WPM Stock Holding History

IQ EQ Fund 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
2022 Q4	–	Sell	-32,069	Closed	-$1.04M	–	244
2022 Q3	$1.04M	Buy	32,069 +6,319	+25%	+$208K	0.23%	123
2022 Q2	$928K	Buy	+25,750	New	+$1.12M	0.18%	132
2020 Q1	–	Sell	-56,500	Closed	-$1.68M	–	157
2019 Q4	$1.68M	Hold	56,500	–	–	0.53%	57
2019 Q3	$1.48M	Sell	56,500 -25,460	-31%	-$685K	0.48%	64
2019 Q2	$1.98M	Buy	+81,960	New	+$1.82M	0.64%	49
2018 Q4	$1.86M	Hold	95,160	–	–	0.68%	55
2018 Q3	$1.67M	Buy	95,160 +22,800	+32%	+$437K	0.46%	68
2018 Q2	$1.6M	Buy	+72,360	New	+$1.56M	0.43%	66

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

IQ EQ Fund Management's WPM Position: Q4 2022 in Review

IQ EQ Fund Management sold out of Wheaton Precious Metals (WPM) in Q4 2022, closing a stake of 32,069 shares — an estimated $1.04M sold.

IQ EQ Fund Management first reported a position in WPM in Q2 2018 and held it in 8 quarters. The position peaked at $1.98M in Q2 2019. 513 funds tracked by Wall St. Rank hold WPM as of Q4 2022.

IQ EQ Fund Management reported no remaining Wheaton Precious Metals position as of Q4 2022 after selling out during the quarter.
IQ EQ Fund Management sold 32,069 Wheaton Precious Metals shares in Q4 2022, an estimated $1.04M.
IQ EQ Fund Management first reported a position in Wheaton Precious Metals in Q2 2018 and held it in 8 quarters.
IQ EQ Fund Management's Wheaton Precious Metals position peaked at $1.98M in Q2 2019.
513 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2022.

Based on IQ EQ Fund Management's 13F filing for Q4 2022, filed 8 Feb 2023.