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

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 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. 199 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.
  • 199 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.