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
Q2 		$2.03M Sell
18,099
-1,141
-6% -$148K ﹤0.01% 1368
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 $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

Rockefeller Capital Management's WPM Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Wheaton Precious Metals (WPM) stake by 5.9% in Q2 2026, selling an estimated $148K and leaving 18,099 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Rockefeller Capital Management first reported a position in WPM in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.46M in Q3 2025. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Rockefeller Capital Management held 18,099 shares of Wheaton Precious Metals worth $2.03M as of Q2 2026.
  • Rockefeller Capital Management sold 1,141 Wheaton Precious Metals shares in Q2 2026, an estimated $148K.
  • Wheaton Precious Metals made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1368 holding.
  • Rockefeller Capital Management first reported a position in Wheaton Precious Metals in Q1 2020 and has held it in 26 quarters since.
  • Rockefeller Capital Management's Wheaton Precious Metals position peaked at $6.46M in Q3 2025.
  • 854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.