NHFG
WPM icon

New Harbor Financial Group’s Wheaton Precious Metals WPM Stock Holding History

New Harbor Financial Group’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 		$443K Buy
3,943
+681
+21% +$88.6K 0.07% 45
2026
Q1 		$427K Buy
3,262
+693
+27% +$96.4K 0.08% 39
2025
Q4 		$302K Sell
2,569
-380
-13% -$40.7K 0.06% 40
2025
Q3 		$330K Buy
2,949
+450
+18% +$44K 0.07% 39
2025
Q2 		$224K Sell
2,499
-1,313
-34% -$111K 0.05% 42
2025
Q1 		$296K Sell
3,812
-667
-15% -$44.5K 0.08% 34
2024
Q4 		$252K Buy
4,479
+504
+13% +$31.2K 0.07% 47
2024
Q3 		$243K Hold
3,975
– – 0.06% 45
2024
Q2 		$208K Buy
+3,975
New +$213K 0.06% 49
2023
Q3 		– Sell
-5,020
Closed -$217K – 55
2023
Q2 		$217K Buy
+5,020
New +$239K 0.06% 34
2016
Q3 		$4K Hold
150
– – ﹤0.01% 85
2016
Q2 		$3K Hold
150
– – ﹤0.01% 85
2016
Q1 		$2K Sell
150
-100
-40% -$1.45K ﹤0.01% 101
2015
Q4 		$3K Hold
250
– – ﹤0.01% 85
2015
Q3 		$3K Hold
250
– – ﹤0.01% 118
2015
Q2 		$4K Hold
250
– – ﹤0.01% 102
2015
Q1 		$5K Hold
250
– – 0.01% 92
2014
Q4 		$5K Sell
250
-32,762
-99% -$651K 0.01% 91
2014
Q3 		$658K Buy
33,012
+262
+0.8% +$6.52K 0.86% 20
2014
Q2 		$860K Buy
32,750
+31,950
+3,994% +$715K 0.92% 22
2014
Q1 		$18K Buy
+800
New +$18.9K 0.02% 64

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

New Harbor Financial Group's WPM Position: Q2 2026 in Review

New Harbor Financial Group increased its Wheaton Precious Metals (WPM) stake by 21% in Q2 2026, buying an estimated $88.6K and bringing the position to 3,943 shares worth $443K. The position accounts for 0.07% of the portfolio, ranked #45.

New Harbor Financial Group first reported a position in WPM in Q1 2014 and has held it in 21 quarters since. The position peaked at $860K in Q2 2014. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • New Harbor Financial Group held 3,943 shares of Wheaton Precious Metals worth $443K as of Q2 2026.
  • New Harbor Financial Group bought 681 Wheaton Precious Metals shares in Q2 2026, an estimated $88.6K.
  • Wheaton Precious Metals made up 0.07% of New Harbor Financial Group's portfolio in Q2 2026, its #45 holding.
  • New Harbor Financial Group first reported a position in Wheaton Precious Metals in Q1 2014 and has held it in 21 quarters since.
  • New Harbor Financial Group's Wheaton Precious Metals position peaked at $860K in Q2 2014.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on New Harbor Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.