Waddell & Reed Financial’s Wheaton Precious Metals WPM Stock Holding History

Waddell & Reed Financial’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
2021 Q1	$3.67M	Sell	96,017 -10,066	-9%	-$399K	0.01%	446
2020 Q4	$4.43M	Sell	106,083 -54,837	-34%	-$2.45M	0.01%	441
2020 Q3	$7.9M	Sell	160,920 -45,100	-22%	-$2.3M	0.02%	400
2020 Q2	$9.07M	Buy	206,020 +883	+0.4%	+$34.7K	0.02%	383
2020 Q1	$5.65M	Buy	+205,137	New	+$5.92M	0.02%	380

Other funds holding WPM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Waddell & Reed Financial's WPM Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Wheaton Precious Metals (WPM) stake by 9.5% in Q1 2021, selling an estimated $399K and leaving 96,017 shares worth $3.67M. The position accounts for 0.01% of the portfolio, ranked #446.

Waddell & Reed Financial first reported a position in WPM in Q1 2020 and has held it in 5 quarters since. The position peaked at $9.07M in Q2 2020. 472 funds tracked by Wall St. Rank hold WPM as of Q1 2021.

Waddell & Reed Financial held 96,017 shares of Wheaton Precious Metals worth $3.67M as of Q1 2021.
Waddell & Reed Financial sold 10,066 Wheaton Precious Metals shares in Q1 2021, an estimated $399K.
Wheaton Precious Metals made up 0.01% of Waddell & Reed Financial's portfolio in Q1 2021, its #446 holding.
Waddell & Reed Financial first reported a position in Wheaton Precious Metals in Q1 2020 and has held it in 5 quarters since.
Waddell & Reed Financial's Wheaton Precious Metals position peaked at $9.07M in Q2 2020.
472 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.