Wellington Management Group’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
$9.4M Buy
104,760
+12,685
+14% +$1.14M ﹤0.01% 1225
2025
Q1
$7.14M Buy
92,075
+3,917
+4% +$304K ﹤0.01% 1284
2024
Q4
$4.96M Sell
88,158
-45,469
-34% -$2.56M ﹤0.01% 1347
2024
Q3
$8.17M Buy
133,627
+39,979
+43% +$2.44M ﹤0.01% 1222
2024
Q2
$4.91M Buy
93,648
+5,187
+6% +$272K ﹤0.01% 1329
2024
Q1
$4.17M Buy
88,461
+1,822
+2% +$85.9K ﹤0.01% 1368
2023
Q4
$4.3M Buy
86,639
+14,972
+21% +$742K ﹤0.01% 1344
2023
Q3
$2.92M Buy
71,667
+35,616
+99% +$1.45M ﹤0.01% 1404
2023
Q2
$1.56M Buy
36,051
+21,092
+141% +$913K ﹤0.01% 1519
2023
Q1
$719K Sell
14,959
-56,826
-79% -$2.73M ﹤0.01% 1767
2022
Q4
$2.8M Buy
71,785
+56,820
+380% +$2.22M ﹤0.01% 1420
2022
Q3
$487K Buy
14,965
+2,751
+23% +$89.5K ﹤0.01% 1808
2022
Q2
$440K Sell
12,214
-2,187
-15% -$78.8K ﹤0.01% 1860
2022
Q1
$685K Buy
14,401
+172
+1% +$8.18K ﹤0.01% 1808
2021
Q4
$612K Buy
14,229
+1,105
+8% +$47.5K ﹤0.01% 1912
2021
Q3
$494K Buy
13,124
+1,867
+17% +$70.3K ﹤0.01% 1936
2021
Q2
$497K Sell
11,257
-42,188
-79% -$1.86M ﹤0.01% 1916
2021
Q1
$2.04M Buy
53,445
+1,720
+3% +$65.7K ﹤0.01% 1619
2020
Q4
$2.16M Buy
+51,725
New +$2.16M ﹤0.01% 1482
2020
Q2
Sell
-58,633
Closed -$1.6M 1993
2020
Q1
$1.6M Sell
58,633
-6,290
-10% -$171K ﹤0.01% 1404
2019
Q4
$1.93M Sell
64,923
-22,516
-26% -$671K ﹤0.01% 1555
2019
Q3
$2.29M Buy
87,439
+77,822
+809% +$2.04M ﹤0.01% 1548
2019
Q2
$233K Sell
9,617
-215,659
-96% -$5.22M ﹤0.01% 2009
2019
Q1
$5.36M Sell
225,276
-170,395
-43% -$4.06M ﹤0.01% 1365
2018
Q4
$7.72M Sell
395,671
-13,266
-3% -$259K ﹤0.01% 1258
2018
Q3
$7.15M Buy
408,937
+245,644
+150% +$4.29M ﹤0.01% 1377
2018
Q2
$3.6M Sell
163,293
-11,967
-7% -$264K ﹤0.01% 1583
2018
Q1
$3.57M Sell
175,260
-167,326
-49% -$3.41M ﹤0.01% 1588
2017
Q4
$7.58M Sell
342,586
-6,685
-2% -$148K ﹤0.01% 1353
2017
Q3
$6.67M Sell
349,271
-49,173
-12% -$939K ﹤0.01% 1390
2017
Q2
$7.93M Sell
398,444
-2,485
-0.6% -$49.4K ﹤0.01% 1287
2017
Q1
$8.36M Sell
400,929
-88,024
-18% -$1.83M ﹤0.01% 1287
2016
Q4
$9.45M Sell
488,953
-7,080
-1% -$137K ﹤0.01% 1209
2016
Q3
$13.4M Sell
496,033
-814,801
-62% -$22M ﹤0.01% 1089
2016
Q2
$30.8M Buy
1,310,834
+257,643
+24% +$6.05M 0.01% 810
2016
Q1
$17.5M Buy
1,053,191
+808,770
+331% +$13.4M ﹤0.01% 963
2015
Q4
$3.03M Sell
244,421
-6,802
-3% -$84.4K ﹤0.01% 1504
2015
Q3
$3.02M Buy
251,223
+691
+0.3% +$8.3K ﹤0.01% 1495
2015
Q2
$4.34M Buy
250,532
+75,762
+43% +$1.31M ﹤0.01% 1437
2015
Q1
$3.32M Buy
174,770
+150,677
+625% +$2.87M ﹤0.01% 1559
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% -$124K ﹤0.01% 1924
2014
Q1
$654K Sell
28,803
-446,846
-94% -$10.1M ﹤0.01% 1923
2013
Q4
$9.6M Sell
475,649
-1,235,420
-72% -$24.9M ﹤0.01% 1253
2013
Q3
$42.4M Sell
1,711,069
-397,421
-19% -$9.85M 0.01% 762
2013
Q2
$41.5M Buy
+2,108,490
New +$41.5M 0.01% 749