Rockefeller Capital Management
WPM icon

Rockefeller Capital Management’s Wheaton Precious Metals WPM Stock Holding History

Rockefeller Capital 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
Q1 		$2.52M Buy
19,240
+3,793
+25% +$528K ﹤0.01% 1211
2025
Q4 		$1.82M Sell
15,447
-42,352
-73% -$4.53M ﹤0.01% 1292
2025
Q3 		$6.46M Sell
57,799
-6,146
-10% -$601K 0.01% 752
2025
Q2 		$5.74M Buy
63,945
+4,808
+8% +$405K 0.01% 751
2025
Q1 		$4.59M Buy
59,137
+23,533
+66% +$1.57M 0.01% 770
2024
Q4 		$2M Buy
35,604
+2,640
+8% +$164K 0.01% 1019
2024
Q3 		$2.01M Sell
32,964
-8,611
-21% -$512K 0.01% 992
2024
Q2 		$2.18M Buy
41,575
+1,060
+3% +$56.7K 0.01% 945
2024
Q1 		$1.91M Sell
40,515
-3,883
-9% -$175K 0.01% 1024
2023
Q4 		$2.19M Buy
44,398
+3,797
+9% +$172K 0.01% 879
2023
Q3 		$1.65M Sell
40,601
-10,717
-21% -$462K 0.01% 906
2023
Q2 		$2.22M Sell
51,318
-27,672
-35% -$1.31M 0.01% 812
2023
Q1 		$3.8M Sell
78,990
-12,970
-14% -$567K 0.02% 634
2022
Q4 		$3.59M Sell
91,960
-1,249
-1% -$45.2K 0.02% 590
2022
Q3 		$3.02M Buy
93,209
+6,557
+8% +$215K 0.02% 645
2022
Q2 		$3.12M Buy
86,652
+2,978
+4% +$129K 0.02% 634
2022
Q1 		$3.98M Buy
83,674
+6,527
+8% +$284K 0.02% 596
2021
Q4 		$3.31M Buy
77,147
+4,755
+7% +$196K 0.02% 666
2021
Q3 		$2.72M Buy
72,392
+8,202
+13% +$358K 0.01% 665
2021
Q2 		$2.83M Buy
64,190
+5,321
+9% +$237K 0.02% 626
2021
Q1 		$2.25M Buy
58,869
+54,842
+1,362% +$2.18M 0.02% 553
2020
Q4 		$168K Hold
4,027
– – ﹤0.01% 1254
2020
Q3 		$197K Buy
4,027
+4,020
+57,429% +$205K ﹤0.01% 1045
2020
Q2 		$0 Hold
7
– – ﹤0.01% 2702
2020
Q1 		$0 Buy
+7
New +$202 ﹤0.01% 2499

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Rockefeller Capital Management's WPM Position: Q1 2026 in Review

Rockefeller Capital Management increased its Wheaton Precious Metals (WPM) stake by 25% in Q1 2026, buying an estimated $528K and bringing the position to 19,240 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Rockefeller Capital Management first reported a position in WPM in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.46M in Q3 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Rockefeller Capital Management held 19,240 shares of Wheaton Precious Metals worth $2.52M as of Q1 2026.
  • Rockefeller Capital Management bought 3,793 Wheaton Precious Metals shares in Q1 2026, an estimated $528K.
  • Wheaton Precious Metals made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1211 holding.
  • Rockefeller Capital Management first reported a position in Wheaton Precious Metals in Q1 2020 and has held it in 25 quarters since.
  • Rockefeller Capital Management's Wheaton Precious Metals position peaked at $6.46M in Q3 2025.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.