J. Safra Sarasin Holding’s Wheaton Precious Metals WPM Stock Holding History

J. Safra Sarasin Holding’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	$8.12M	Sell	68,796 -9,494	-12%	-$1.24M	0.12%	140
2026 Q1	$10.3M	Sell	78,290 -17,924	-19%	-$2.49M	0.17%	108
2025 Q4	$11.3M	Buy	96,214 +27,729	+40%	+$2.97M	0.18%	104
2025 Q3	$7.66M	Buy	68,485 +19,050	+39%	+$1.86M	0.12%	119
2025 Q2	$4.44M	Buy	49,435 +30,420	+160%	+$2.56M	0.08%	140
2025 Q1	$1.48M	Buy	19,015 +3,531	+23%	+$236K	0.03%	260
2024 Q4	$871K	Buy	15,484 +5,314	+52%	+$329K	0.01%	358
2024 Q3	$621K	Buy	+10,170	New	+$605K	0.01%	375

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 $59.9B AUM 27.01% 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

J. Safra Sarasin Holding's WPM Position: Q2 2026 in Review

J. Safra Sarasin Holding reduced its Wheaton Precious Metals (WPM) stake by 12% in Q2 2026, selling an estimated $1.24M and leaving 68,796 shares worth $8.12M. The position accounts for 0.12% of the portfolio, ranked #140.

J. Safra Sarasin Holding first reported a position in WPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.3M in Q4 2025. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

J. Safra Sarasin Holding held 68,796 shares of Wheaton Precious Metals worth $8.12M as of Q2 2026.
J. Safra Sarasin Holding sold 9,494 Wheaton Precious Metals shares in Q2 2026, an estimated $1.24M.
Wheaton Precious Metals made up 0.12% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #140 holding.
J. Safra Sarasin Holding first reported a position in Wheaton Precious Metals in Q3 2024 and has held it in 8 quarters since.
J. Safra Sarasin Holding's Wheaton Precious Metals position peaked at $11.3M in Q4 2025.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.