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Rothschild Investment LLC’s Wheaton Precious Metals WPM Stock Holding History

Rothschild Investment LLC’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 		$37.1K Hold
330
– – ﹤0.01% 1326
2026
Q1 		$43.2K Buy
330
+30
+10% +$4.17K ﹤0.01% 1163
2025
Q4 		$35.3K Hold
300
– – ﹤0.01% 1133
2025
Q3 		$33.6K Hold
300
– – ﹤0.01% 1107
2025
Q2 		$26.9K Hold
300
– – ﹤0.01% 955
2025
Q1 		$23.3K Hold
300
– – ﹤0.01% 961
2024
Q4 		$16.9K Buy
+300
New +$18.6K ﹤0.01% 1041

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Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Rothschild Investment LLC's WPM Position: Q2 2026 in Review

Rothschild Investment LLC held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 330 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Rothschild Investment LLC first reported a position in WPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $43.2K in Q1 2026. 448 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Rothschild Investment LLC held 330 shares of Wheaton Precious Metals worth $37.1K as of Q2 2026.
  • Rothschild Investment LLC left its Wheaton Precious Metals share count unchanged in Q2 2026.
  • Wheaton Precious Metals made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1326 holding.
  • Rothschild Investment LLC first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 7 quarters since.
  • Rothschild Investment LLC's Wheaton Precious Metals position peaked at $43.2K in Q1 2026.
  • 448 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.