Wellington Management Group
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Wellington Management Group’s Wheaton Precious Metals WPM Stock Holding History

Wellington Management Group’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
Q1 		$14.4M Buy
110,118
+608
+0.6% +$84.6K ﹤0.01% 1141
2025
Q4 		$12.9M Sell
109,510
-2,559
-2% -$274K ﹤0.01% 1179
2025
Q3 		$12.5M Buy
112,069
+7,309
+7% +$714K ﹤0.01% 1196
2025
Q2 		$9.4M Buy
104,760
+12,685
+14% +$1.07M ﹤0.01% 1226
2025
Q1 		$7.14M Buy
92,075
+3,917
+4% +$261K ﹤0.01% 1284
2024
Q4 		$4.96M Sell
88,158
-45,469
-34% -$2.82M ﹤0.01% 1351
2024
Q3 		$8.17M Buy
133,627
+39,979
+43% +$2.38M ﹤0.01% 1222
2024
Q2 		$4.91M Buy
93,648
+5,187
+6% +$277K ﹤0.01% 1332
2024
Q1 		$4.17M Buy
88,461
+1,822
+2% +$82.3K ﹤0.01% 1368
2023
Q4 		$4.3M Buy
86,639
+14,972
+21% +$677K ﹤0.01% 1344
2023
Q3 		$2.92M Buy
71,667
+35,616
+99% +$1.54M ﹤0.01% 1404
2023
Q2 		$1.56M Buy
36,051
+21,092
+141% +$1M ﹤0.01% 1519
2023
Q1 		$719K Sell
14,959
-56,826
-79% -$2.48M ﹤0.01% 1767
2022
Q4 		$2.8M Buy
71,785
+56,820
+380% +$2.05M ﹤0.01% 1420
2022
Q3 		$487K Buy
14,965
+2,751
+23% +$90.3K ﹤0.01% 1808
2022
Q2 		$440K Sell
12,214
-2,187
-15% -$94.9K ﹤0.01% 1860
2022
Q1 		$685K Buy
14,401
+172
+1% +$7.48K ﹤0.01% 1808
2021
Q4 		$612K Buy
14,229
+1,105
+8% +$45.5K ﹤0.01% 1912
2021
Q3 		$494K Buy
13,124
+1,867
+17% +$81.4K ﹤0.01% 1936
2021
Q2 		$497K Sell
11,257
-42,188
-79% -$1.88M ﹤0.01% 1916
2021
Q1 		$2.04M Buy
53,445
+1,720
+3% +$68.2K ﹤0.01% 1619
2020
Q4 		$2.16M Buy
+51,725
New +$2.31M ﹤0.01% 1482
2020
Q2 		– Sell
-58,633
Closed -$1.59M – 1993
2020
Q1 		$1.59M Sell
58,633
-6,290
-10% -$181K ﹤0.01% 1404
2019
Q4 		$1.93M Sell
64,923
-22,516
-26% -$615K ﹤0.01% 1555
2019
Q3 		$2.29M Buy
87,439
+77,822
+809% +$2.09M ﹤0.01% 1548
2019
Q2 		$233K Sell
9,617
-215,659
-96% -$4.78M ﹤0.01% 2009
2019
Q1 		$5.36M Sell
225,276
-170,395
-43% -$3.63M ﹤0.01% 1365
2018
Q4 		$7.72M Sell
395,671
-13,266
-3% -$226K ﹤0.01% 1258
2018
Q3 		$7.15M Buy
408,937
+245,644
+150% +$4.71M ﹤0.01% 1377
2018
Q2 		$3.6M Sell
163,293
-11,967
-7% -$257K ﹤0.01% 1583
2018
Q1 		$3.57M Sell
175,260
-167,326
-49% -$3.44M ﹤0.01% 1588
2017
Q4 		$7.58M Sell
342,586
-6,685
-2% -$139K ﹤0.01% 1356
2017
Q3 		$6.67M Sell
349,271
-49,173
-12% -$968K ﹤0.01% 1393
2017
Q2 		$7.92M Sell
398,444
-2,485
-0.6% -$50.8K ﹤0.01% 1289
2017
Q1 		$8.36M Sell
400,929
-88,024
-18% -$1.83M ﹤0.01% 1289
2016
Q4 		$9.45M Sell
488,953
-7,080
-1% -$148K ﹤0.01% 1210
2016
Q3 		$13.4M Sell
496,033
-814,801
-62% -$22.4M ﹤0.01% 1090
2016
Q2 		$30.8M Buy
1,310,834
+257,643
+24% +$4.97M 0.01% 810
2016
Q1 		$17.5M Buy
1,053,191
+808,770
+331% +$11.7M ﹤0.01% 964
2015
Q4 		$3.03M Sell
244,421
-6,802
-3% -$89.8K ﹤0.01% 1509
2015
Q3 		$3.02M Buy
251,223
+691
+0.3% +$9.02K ﹤0.01% 1500
2015
Q2 		$4.34M Buy
250,532
+75,762
+43% +$1.46M ﹤0.01% 1442
2015
Q1 		$3.32M Buy
174,770
+150,677
+625% +$3.21M ﹤0.01% 1562
2014
Q4 		$492K Hold
24,093
– – ﹤0.01% 2009
2014
Q3 		$482K Hold
24,093
– – ﹤0.01% 1995
2014
Q2 		$635K Sell
24,093
-4,710
-16% -$105K ﹤0.01% 1924
2014
Q1 		$654K Sell
28,803
-446,846
-94% -$10.5M ﹤0.01% 1923
2013
Q4 		$9.6M Sell
475,649
-1,235,420
-72% -$26.8M ﹤0.01% 1253
2013
Q3 		$42.4M Sell
1,711,069
-397,421
-19% -$9.45M 0.01% 762
2013
Q2 		$41.5M Buy
+2,108,490
New +$50.2M 0.01% 749

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group's WPM Position: Q1 2026 in Review

Wellington Management Group increased its Wheaton Precious Metals (WPM) stake by 0.56% in Q1 2026, buying an estimated $84.6K and bringing the position to 110,118 shares worth $14.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Wellington Management Group first reported a position in WPM in Q2 2013 and has held it in 50 quarters since. The position peaked at $42.4M in Q3 2013. 853 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Wellington Management Group held 110,118 shares of Wheaton Precious Metals worth $14.4M as of Q1 2026.
  • Wellington Management Group bought 608 Wheaton Precious Metals shares in Q1 2026, an estimated $84.6K.
  • Wheaton Precious Metals made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1141 holding.
  • Wellington Management Group first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 50 quarters since.
  • Wellington Management Group's Wheaton Precious Metals position peaked at $42.4M in Q3 2013.
  • 853 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.