Pacific Asset Management’s Wheaton Precious Metals WPM Stock Holding History

Pacific Asset Management’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	$1.06M	Sell	9,447 -225	-2%	-$29.3K	0.52%	38
2026 Q1	$1.27M	Sell	9,672 -4,485	-32%	-$624K	0.71%	34
2025 Q4	$1.66M	Sell	14,157 -250	-2%	-$26.8K	1%	25
2025 Q3	$1.61M	Sell	14,407 -275	-2%	-$26.9K	1.09%	24
2025 Q2	$1.32M	Sell	14,682 -685	-4%	-$57.7K	1.06%	22
2025 Q1	$1.19M	Sell	15,367 -800	-5%	-$53.4K	1.07%	23
2024 Q4	$909K	Buy	+16,167	New	+$1M	0.85%	26

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 $60.8B AUM 26.63% 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

Pacific Asset Management's WPM Position: Q2 2026 in Review

Pacific Asset Management reduced its Wheaton Precious Metals (WPM) stake by 2.3% in Q2 2026, selling an estimated $29.3K and leaving 9,447 shares worth $1.06M. The position accounts for 0.52% of the portfolio, ranked #38.

Pacific Asset Management first reported a position in WPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.66M in Q4 2025. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Pacific Asset Management held 9,447 shares of Wheaton Precious Metals worth $1.06M as of Q2 2026.
Pacific Asset Management sold 225 Wheaton Precious Metals shares in Q2 2026, an estimated $29.3K.
Wheaton Precious Metals made up 0.52% of Pacific Asset Management's portfolio in Q2 2026, its #38 holding.
Pacific Asset Management first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 7 quarters since.
Pacific Asset Management's Wheaton Precious Metals position peaked at $1.66M in Q4 2025.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Pacific Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.