Wellington Shields & Co’s Wheaton Precious Metals WPM Stock Holding History

Wellington Shields & Co’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	$404K	Hold	3,600	–	–	0.09%	176
2026 Q1	$472K	Hold	3,600	–	–	0.12%	154
2025 Q4	$423K	Hold	3,600	–	–	0.1%	156
2025 Q3	$403K	Buy	3,600 +500	+16%	+$48.9K	0.11%	159
2025 Q2	$278K	Sell	3,100 -200	-6%	-$16.8K	0.08%	189
2025 Q1	$256K	Buy	+3,300	New	+$220K	0.08%	184
2024 Q4	–	Sell	-3,400	Closed	-$208K	–	314
2024 Q3	$208K	Buy	+3,400	New	+$202K	0.06%	218
2024 Q1	–	Sell	-2,600	Closed	-$128K	–	310
2023 Q4	$128K	Buy	+2,600	New	+$118K	0.05%	227
2022 Q3	–	Sell	-2,500	Closed	-$90K	–	291
2022 Q2	$90K	Buy	+2,500	New	+$108K	0.02%	237
2019 Q4	–	Sell	-37,500	Closed	-$984K	–	224
2019 Q3	$984K	Buy	+37,500	New	+$1.01M	1.52%	18

Other funds holding WPM

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

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Wellington Shields & Co's WPM Position: Q2 2026 in Review

Wellington Shields & Co held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 3,600 shares worth $404K. The position accounts for 0.09% of the portfolio, ranked #176.

Wellington Shields & Co first reported a position in WPM in Q3 2019 and has held it in 10 quarters since. The position peaked at $984K in Q3 2019. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Wellington Shields & Co held 3,600 shares of Wheaton Precious Metals worth $404K as of Q2 2026.
Wellington Shields & Co left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up 0.09% of Wellington Shields & Co's portfolio in Q2 2026, its #176 holding.
Wellington Shields & Co first reported a position in Wheaton Precious Metals in Q3 2019 and has held it in 10 quarters since.
Wellington Shields & Co's Wheaton Precious Metals position peaked at $984K in Q3 2019.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.