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

Ironwood 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	$693K	Sell	6,167 -1,209	-16%	-$157K	0.24%	109
2026 Q1	$966K	Sell	7,376 -349	-5%	-$48.5K	0.4%	77
2025 Q4	$908K	Buy	7,725 +27	+0.4%	+$2.89K	0.38%	83
2025 Q3	$861K	Sell	7,698 -24	-0.3%	-$2.35K	0.38%	82
2025 Q2	$693K	Buy	7,722 +104	+1%	+$8.76K	0.34%	87
2025 Q1	$591K	Sell	7,618 -23	-0.3%	-$1.53K	0.32%	89
2024 Q4	$430K	Buy	7,641 +60	+0.8%	+$3.72K	0.21%	109
2024 Q3	$463K	Buy	7,581 +12	+0.2%	+$714	0.23%	111
2024 Q2	$397K	Sell	7,569 -99	-1%	-$5.29K	0.21%	113
2024 Q1	$361K	Buy	7,668 +219	+3%	+$9.89K	0.18%	121
2023 Q4	$368K	Buy	7,449 +238	+3%	+$10.8K	0.19%	117
2023 Q3	$292K	Buy	+7,211	New	+$311K	0.18%	125

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

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

Ironwood Investment Management reduced its Wheaton Precious Metals (WPM) stake by 16% in Q2 2026, selling an estimated $157K and leaving 6,167 shares worth $693K. The position accounts for 0.24% of the portfolio, ranked #109.

Ironwood Investment Management first reported a position in WPM in Q3 2023 and has held it in 12 quarters since. The position peaked at $966K in Q1 2026. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Ironwood Investment Management held 6,167 shares of Wheaton Precious Metals worth $693K as of Q2 2026.
Ironwood Investment Management sold 1,209 Wheaton Precious Metals shares in Q2 2026, an estimated $157K.
Wheaton Precious Metals made up 0.24% of Ironwood Investment Management's portfolio in Q2 2026, its #109 holding.
Ironwood Investment Management first reported a position in Wheaton Precious Metals in Q3 2023 and has held it in 12 quarters since.
Ironwood Investment Management's Wheaton Precious Metals position peaked at $966K in Q1 2026.
854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Ironwood Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.