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West Family Investments’s Wheaton Precious Metals WPM Stock Holding History

West Family Investments’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 		– Sell
-2,812
Closed -$330K – 362
2025
Q4 		$330K Hold
2,812
– – 0.08% 242
2025
Q3 		$314K Buy
2,812
+59
+2% +$5.76K 0.07% 278
2025
Q2 		$247K Buy
+2,753
New +$232K 0.06% 297
2024
Q3 		– Sell
-43,683
Closed -$2.29M – 306
2024
Q2 		$2.29M Hold
43,683
– – 0.69% 34
2024
Q1 		$2.06M Sell
43,683
-166
-0.4% -$7.5K 0.64% 37
2023
Q4 		$2.16M Buy
43,849
+316
+0.7% +$14.3K 0.73% 33
2023
Q3 		$1.77M Sell
43,533
-244
-0.6% -$10.5K 0.62% 35
2023
Q2 		$1.89M Buy
43,777
+249
+0.6% +$11.8K 0.74% 30
2023
Q1 		$2.1M Buy
43,528
+132
+0.3% +$5.77K 0.83% 27
2022
Q4 		$1.7M Sell
43,396
-2,024
-4% -$73.2K 0.58% 35
2022
Q3 		$1.47M Buy
45,420
+2,990
+7% +$98.2K 0.61% 33
2022
Q2 		$1.5M Buy
42,430
+1,404
+3% +$60.9K 0.59% 37
2022
Q1 		$1.95M Sell
41,026
-2,588
-6% -$113K 0.55% 33
2021
Q4 		$1.87M Sell
43,614
-1,258
-3% -$51.8K 0.51% 34
2021
Q3 		$1.69M Buy
44,872
+345
+0.8% +$15K 0.44% 36
2021
Q2 		$1.96M Buy
44,527
+3,439
+8% +$153K 0.53% 29
2021
Q1 		$1.57M Buy
41,088
+88
+0.2% +$3.49K 0.57% 54
2020
Q4 		$1.86K Buy
+41,000
New +$1.83M 0.57% 61

Other funds holding WPM

Capital World Investors
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

West Family Investments's WPM Position: Q1 2026 in Review

West Family Investments sold out of Wheaton Precious Metals (WPM) in Q1 2026, closing a stake of 2,812 shares — an estimated $330K sold.

West Family Investments first reported a position in WPM in Q4 2020 and held it in 18 quarters. The position peaked at $2.29M in Q2 2024. 858 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • West Family Investments reported no remaining Wheaton Precious Metals position as of Q1 2026 after selling out during the quarter.
  • West Family Investments sold 2,812 Wheaton Precious Metals shares in Q1 2026, an estimated $330K.
  • West Family Investments first reported a position in Wheaton Precious Metals in Q4 2020 and held it in 18 quarters.
  • West Family Investments's Wheaton Precious Metals position peaked at $2.29M in Q2 2024.
  • 858 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.