NEI
WPM icon

Northwest & Ethical Investments’s Wheaton Precious Metals WPM Stock Holding History

Northwest & Ethical Investments’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 		$10.8M Buy
95,928
+13,729
+17% +$1.79M 0.25% 100
2026
Q1 		$10.9M Sell
82,199
-17,189
-17% -$2.39M 0.25% 104
2025
Q4 		$11.7M Buy
99,388
+24,219
+32% +$2.59M 0.26% 103
2025
Q3 		$8.38M Buy
75,169
+1,060
+1% +$104K 0.2% 131
2025
Q2 		$6.61M Sell
74,109
-43,290
-37% -$3.64M 0.16% 158
2025
Q1 		$9.12M Buy
117,399
+36,892
+46% +$2.46M 0.25% 121
2024
Q4 		$4.52M Buy
80,507
+480
+0.6% +$29.7K 0.12% 191
2024
Q3 		$4.89M Sell
80,027
-15,757
-16% -$937K 0.13% 186
2024
Q2 		$5.02M Sell
95,784
-1,222
-1% -$65.3K 0.14% 174
2024
Q1 		$4.57M Sell
97,006
-5,162
-5% -$233K 0.13% 183
2023
Q4 		$5.04M Buy
102,168
+1,549
+2% +$70.1K 0.15% 173
2023
Q3 		$4.08M Buy
100,619
+35,681
+55% +$1.54M 0.14% 191
2023
Q2 		$2.81M Buy
64,938
+2,697
+4% +$128K 0.09% 224
2023
Q1 		$3M Buy
62,241
+2,044
+3% +$89.4K 0.1% 215
2022
Q4 		$2.35M Buy
60,197
+3,227
+6% +$117K 0.08% 227
2022
Q3 		$1.84M Buy
56,970
+7,798
+16% +$256K 0.07% 241
2022
Q2 		$1.77M Sell
49,172
-1,480
-3% -$64.2K 0.07% 249
2022
Q1 		$2.41M Sell
50,652
-13,271
-21% -$577K 0.08% 237
2021
Q4 		$2.74M Buy
63,923
+4,784
+8% +$197K 0.08% 215
2021
Q3 		$2.23M Buy
59,139
+657
+1% +$28.7K 0.07% 226
2021
Q2 		$2.58M Buy
58,482
+38,601
+194% +$1.72M 0.08% 217
2021
Q1 		$759K Buy
19,881
+1,070
+6% +$42.5K 0.03% 340
2020
Q4 		$786K Buy
18,811
+872
+5% +$38.9K 0.03% 337
2020
Q3 		$880K Sell
17,939
-782
-4% -$39.9K 0.04% 324
2020
Q2 		$823K Sell
18,721
-20,191
-52% -$794K 0.04% 317
2020
Q1 		$1.07M Buy
38,912
+2,218
+6% +$64K 0.06% 281
2019
Q4 		$1.09M Sell
36,694
-1,060
-3% -$29K 0.05% 312
2019
Q3 		$990K Sell
37,754
-144
-0.4% -$3.88K 0.05% 315
2019
Q2 		$917K Sell
37,898
-257
-0.7% -$5.7K 0.05% 322
2019
Q1 		$908K Buy
38,155
+2,945
+8% +$62.7K 0.05% 319
2018
Q4 		$687K Buy
+35,210
New +$600K 0.04% 334

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 $59.9B AUM 27.01% 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

Northwest & Ethical Investments's WPM Position: Q2 2026 in Review

Northwest & Ethical Investments increased its Wheaton Precious Metals (WPM) stake by 17% in Q2 2026, buying an estimated $1.79M and bringing the position to 95,928 shares worth $10.8M. The position accounts for 0.25% of the portfolio, ranked #100.

Northwest & Ethical Investments first reported a position in WPM in Q4 2018 and has held it in 31 quarters since. The position peaked at $11.7M in Q4 2025. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Northwest & Ethical Investments held 95,928 shares of Wheaton Precious Metals worth $10.8M as of Q2 2026.
  • Northwest & Ethical Investments bought 13,729 Wheaton Precious Metals shares in Q2 2026, an estimated $1.79M.
  • Wheaton Precious Metals made up 0.25% of Northwest & Ethical Investments's portfolio in Q2 2026, its #100 holding.
  • Northwest & Ethical Investments first reported a position in Wheaton Precious Metals in Q4 2018 and has held it in 31 quarters since.
  • Northwest & Ethical Investments's Wheaton Precious Metals position peaked at $11.7M in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.