SEI Investments’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
18,397
-19,315
| -51% | -$1.73M | ﹤0.01% | 1728 |
|
|
2025
Q1 | $2.93M | Sell |
37,712
-3,057
| -7% | -$237K | ﹤0.01% | 1486 |
|
|
2024
Q4 | $2.29M | Buy |
40,769
+8,331
| +26% | +$469K | ﹤0.01% | 1634 |
|
|
2024
Q3 | $1.98M | Sell |
32,438
-9,887
| -23% | -$604K | ﹤0.01% | 1688 |
|
|
2024
Q2 | $2.22M | Sell |
42,325
-21,047
| -33% | -$1.1M | ﹤0.01% | 1586 |
|
|
2024
Q1 | $2.99M | Buy |
63,372
+21
| +0% | +$990 | ﹤0.01% | 1442 |
|
|
2023
Q4 | $3.13M | Sell |
63,351
-24,743
| -28% | -$1.22M | 0.01% | 1402 |
|
|
2023
Q3 | $3.57M | Buy |
88,094
+429
| +0.5% | +$17.4K | 0.01% | 1323 |
|
|
2023
Q2 | $3.79M | Sell |
87,665
-21,118
| -19% | -$913K | 0.01% | 1324 |
|
|
2023
Q1 | $5.24M | Sell |
108,783
-2,372
| -2% | -$114K | 0.01% | 1159 |
|
|
2022
Q4 | $4.34M | Buy |
111,155
+30,495
| +38% | +$1.19M | 0.01% | 1122 |
|
|
2022
Q3 | $2.61M | Sell |
80,660
-5,259
| -6% | -$170K | 0.01% | 1415 |
|
|
2022
Q2 | $3.1M | Buy |
85,919
+14,962
| +21% | +$539K | 0.01% | 1344 |
|
|
2022
Q1 | $3.38M | Buy |
70,957
+501
| +0.7% | +$23.8K | 0.01% | 1304 |
|
|
2021
Q4 | $3.03M | Buy |
70,456
+11,057
| +19% | +$475K | 0.01% | 1391 |
|
|
2021
Q3 | $2.23M | Sell |
59,399
-39,499
| -40% | -$1.48M | ﹤0.01% | 1452 |
|
|
2021
Q2 | $4.36M | Sell |
98,898
-15,947
| -14% | -$703K | 0.01% | 1157 |
|
|
2021
Q1 | $4.39M | Buy |
114,845
+16,155
| +16% | +$617K | 0.01% | 1088 |
|
|
2020
Q4 | $4.12M | Buy |
98,690
+11,127
| +13% | +$464K | 0.01% | 1060 |
|
|
2020
Q3 | $4.3M | Buy |
87,563
+13,753
| +19% | +$675K | 0.01% | 947 |
|
|
2020
Q2 | $3.25M | Sell |
73,810
-105,035
| -59% | -$4.63M | 0.01% | 1048 |
|
|
2020
Q1 | $4.92M | Buy |
178,845
+27,321
| +18% | +$752K | 0.02% | 769 |
|
|
2019
Q4 | $4.51M | Buy |
151,524
+17,578
| +13% | +$523K | 0.01% | 960 |
|
|
2019
Q3 | $3.52M | Sell |
133,946
-90,581
| -40% | -$2.38M | 0.01% | 1078 |
|
|
2019
Q2 | $5.43M | Buy |
224,527
+107,267
| +91% | +$2.59M | 0.02% | 899 |
|
|
2019
Q1 | $2.79M | Buy |
117,260
+114,490
| +4,133% | +$2.73M | 0.01% | 1172 |
|
|
2018
Q4 | $48K | Hold |
2,770
| – | – | ﹤0.01% | 2354 |
|
|
2018
Q3 | $48K | Sell |
2,770
-2,185
| -44% | -$37.9K | ﹤0.01% | 2239 |
|
|
2018
Q2 | $109K | Buy |
4,955
+1,567
| +46% | +$34.5K | ﹤0.01% | 2254 |
|
|
2018
Q1 | $69K | Sell |
3,388
-645
| -16% | -$13.1K | ﹤0.01% | 2249 |
|
|
2017
Q4 | $90K | Buy |
4,033
+1,032
| +34% | +$23K | ﹤0.01% | 2182 |
|
|
2017
Q3 | $57K | Sell |
3,001
-1,269
| -30% | -$24.1K | ﹤0.01% | 2240 |
|
|
2017
Q2 | $85K | Buy |
4,270
+3,627
| +564% | +$72.2K | ﹤0.01% | 2107 |
|
|
2017
Q1 | $13K | Sell |
643
-44,860
| -99% | -$907K | ﹤0.01% | 2416 |
|
|
2016
Q4 | $879K | Hold |
45,503
| – | – | ﹤0.01% | 1406 |
|
|
2016
Q3 | $1.23M | Buy |
45,503
+44,501
| +4,441% | +$1.2M | 0.01% | 1204 |
|
|
2016
Q2 | $23K | Sell |
1,002
-1,652
| -62% | -$37.9K | ﹤0.01% | 2134 |
|
|
2016
Q1 | $44K | Sell |
2,654
-9,078
| -77% | -$151K | ﹤0.01% | 1879 |
|
|
2015
Q4 | $146K | Buy |
+11,732
| New | +$146K | ﹤0.01% | 1620 |
|