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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
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
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

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

Ironwood Investment Management reduced its Wheaton Precious Metals (WPM) stake by 4.5% in Q1 2026, selling an estimated $48.5K and leaving 7,376 shares worth $966K. The position accounts for 0.4% of the portfolio, ranked #77.

Ironwood Investment Management first reported a position in WPM in Q3 2023 and has held it in 11 quarters since. 853 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Ironwood Investment Management held 7,376 shares of Wheaton Precious Metals worth $966K as of Q1 2026.
  • Ironwood Investment Management sold 349 Wheaton Precious Metals shares in Q1 2026, an estimated $48.5K.
  • Wheaton Precious Metals made up 0.4% of Ironwood Investment Management's portfolio in Q1 2026, its #77 holding.
  • Ironwood Investment Management first reported a position in Wheaton Precious Metals in Q3 2023 and has held it in 11 quarters since.
  • 853 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.