Swiss Life Asset Management’s Wheaton Precious Metals WPM Stock Holding History

Swiss Life 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	$10.5M	Buy	93,207 +10,343	+12%	+$1.35M	0.04%	306
2026 Q1	$10.9M	Buy	82,864 +5,842	+8%	+$812K	0.05%	255
2025 Q4	$9.05M	Buy	77,022 +9,147	+13%	+$979K	0.05%	283
2025 Q3	$7.61M	Buy	67,875 +6,362	+10%	+$622K	0.04%	316
2025 Q2	$5.53M	Sell	61,513 -5,752	-9%	-$484K	0.03%	351
2025 Q1	$5.22M	Buy	67,265 +21,028	+45%	+$1.4M	0.04%	337
2024 Q4	$2.6M	Buy	46,237 +38,181	+474%	+$2.36M	0.02%	431
2024 Q3	$492K	Buy	+8,056	New	+$479K	0.01%	533
2024 Q1	–	Sell	-7,989	Closed	-$397K	–	631
2023 Q4	$397K	Buy	7,989 +1,196	+18%	+$54.1K	﹤0.01%	599
2023 Q3	$277K	Hold	6,793	–	–	﹤0.01%	607
2023 Q2	$294K	Sell	6,793 -4,539	-40%	-$216K	﹤0.01%	589
2023 Q1	$545K	Buy	11,332 +207	+2%	+$9.05K	0.01%	561
2022 Q4	$435K	Buy	11,125 +533	+5%	+$19.3K	0.01%	546
2022 Q3	$345K	Sell	10,592 -169	-2%	-$5.55K	0.01%	544
2022 Q2	$387K	Buy	+10,761	New	+$467K	0.01%	546
2021 Q3	–	Sell	-23,766	Closed	-$1.05M	–	578
2021 Q2	$1.05M	Hold	23,766	–	–	0.01%	470
2021 Q1	$908K	Buy	+23,766	New	+$943K	0.01%	450
2020 Q4	–	Sell	-4,711	Closed	-$230K	–	514
2020 Q3	$230K	Sell	4,711 -28,050	-86%	-$1.43M	﹤0.01%	463
2020 Q2	$1.44M	Sell	32,761 -31,759	-49%	-$1.25M	0.02%	355
2020 Q1	$1.76M	Sell	64,520 -13,419	-17%	-$387K	0.03%	329
2019 Q4	$2.32M	Buy	77,939 +21,881	+39%	+$598K	0.04%	329
2019 Q3	$1.47M	Sell	56,058 -11,532	-17%	-$310K	0.02%	376
2019 Q2	$1.64M	Hold	67,590	–	–	0.02%	350
2019 Q1	$1.61M	Buy	+67,590	New	+$1.44M	0.02%	334
2017 Q3	–	Sell	-31,962	Closed	-$634K	–	521
2017 Q2	$634K	Buy	+31,962	New	+$653K	0.02%	385

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Swiss Life Asset Management's WPM Position: Q2 2026 in Review

Swiss Life Asset Management increased its Wheaton Precious Metals (WPM) stake by 12% in Q2 2026, buying an estimated $1.35M and bringing the position to 93,207 shares worth $10.5M. The position accounts for 0.04% of the portfolio, ranked #306.

Swiss Life Asset Management first reported a position in WPM in Q2 2017 and has held it in 25 quarters since. The position peaked at $10.9M in Q1 2026. 653 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Swiss Life Asset Management held 93,207 shares of Wheaton Precious Metals worth $10.5M as of Q2 2026.
Swiss Life Asset Management bought 10,343 Wheaton Precious Metals shares in Q2 2026, an estimated $1.35M.
Wheaton Precious Metals made up 0.04% of Swiss Life Asset Management's portfolio in Q2 2026, its #306 holding.
Swiss Life Asset Management first reported a position in Wheaton Precious Metals in Q2 2017 and has held it in 25 quarters since.
Swiss Life Asset Management's Wheaton Precious Metals position peaked at $10.9M in Q1 2026.
653 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.