Massachusetts Financial Services
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Massachusetts Financial Services’s Wheaton Precious Metals WPM Stock Holding History

Massachusetts Financial Services’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 		$742M Sell
6,293,518
-3,566
-0.1% -$464K 0.24% 109
2026
Q1 		$863M Sell
6,297,084
-317,690
-5% -$44.2M 0.29% 93
2025
Q4 		$777M Sell
6,614,774
-182,080
-3% -$19.5M 0.25% 104
2025
Q3 		$760M Sell
6,796,854
-136,509
-2% -$13.3M 0.24% 110
2025
Q2 		$623M Sell
6,933,363
-114,408
-2% -$9.63M 0.2% 130
2025
Q1 		$547M Sell
7,047,771
-70,949
-1% -$4.73M 0.18% 141
2024
Q4 		$400M Sell
7,118,720
-112,671
-2% -$6.98M 0.13% 185
2024
Q3 		$442M Sell
7,231,391
-314,981
-4% -$18.7M 0.13% 169
2024
Q2 		$396M Sell
7,546,372
-37,736
-0.5% -$2.02M 0.12% 170
2024
Q1 		$357M Sell
7,584,108
-57,100
-0.7% -$2.58M 0.11% 186
2023
Q4 		$377M Buy
7,641,208
+55,942
+0.7% +$2.53M 0.12% 173
2023
Q3 		$308M Buy
7,585,266
+713,381
+10% +$30.8M 0.11% 183
2023
Q2 		$297M Sell
6,871,885
-107,413
-2% -$5.1M 0.1% 198
2023
Q1 		$336M Sell
6,979,298
-11,390
-0.2% -$498K 0.12% 180
2022
Q4 		$273M Buy
6,990,688
+224,296
+3% +$8.11M 0.1% 204
2022
Q3 		$219M Buy
6,766,392
+453,622
+7% +$14.9M 0.08% 219
2022
Q2 		$227M Sell
6,312,770
-42,408
-0.7% -$1.84M 0.08% 226
2022
Q1 		$302M Buy
6,355,178
+49,793
+0.8% +$2.17M 0.09% 202
2021
Q4 		$271M Buy
6,305,385
+48,747
+0.8% +$2.01M 0.07% 232
2021
Q3 		$235M Sell
6,256,638
-79,295
-1% -$3.46M 0.07% 239
2021
Q2 		$279M Buy
6,335,933
+55,827
+0.9% +$2.48M 0.08% 208
2021
Q1 		$240M Buy
6,280,106
+3,147,537
+100% +$125M 0.07% 222
2020
Q4 		$131M Buy
3,132,569
+3,127,287
+59,206% +$140M 0.04% 316
2020
Q3 		$259K Buy
+5,282
New +$269K ﹤0.01% 853
2020
Q2 		– Sell
-551,588
Closed -$15.2M – 848
2020
Q1 		$15.2M Buy
+551,588
New +$15.9M 0.01% 554

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Massachusetts Financial Services's WPM Position: Q2 2026 in Review

Massachusetts Financial Services reduced its Wheaton Precious Metals (WPM) stake by 0.06% in Q2 2026, selling an estimated $464K and leaving 6,293,518 shares worth $742M. The position accounts for 0.24% of the portfolio, ranked #109.

Massachusetts Financial Services first reported a position in WPM in Q1 2020 and has held it in 25 quarters since. The position peaked at $863M in Q1 2026. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Massachusetts Financial Services held 6,293,518 shares of Wheaton Precious Metals worth $742M as of Q2 2026.
  • Massachusetts Financial Services sold 3,566 Wheaton Precious Metals shares in Q2 2026, an estimated $464K.
  • Wheaton Precious Metals made up 0.24% of Massachusetts Financial Services's portfolio in Q2 2026, its #109 holding.
  • Massachusetts Financial Services first reported a position in Wheaton Precious Metals in Q1 2020 and has held it in 25 quarters since.
  • Massachusetts Financial Services's Wheaton Precious Metals position peaked at $863M in Q1 2026.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.