MassMutual Private Wealth & Trust, FSB WPM — Wheaton Precious Metals Corp

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  34 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Wheaton Precious Metals Corp (WPM) in 34 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows WPM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Wheaton Precious Metals Corp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

WPM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WPM stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held WPM — position size vs. price
% of Fund (quarterly)    WPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 596 +18 +3.1% 0.00% $67K 2026-07-02 $115.73
2026 Q1 REDUCED 62.2% -15.2% ✅ 578 -951 -62.2% 0.00% $76K 2026-04-13 $144.61
2025 Q4 ADDED — — — 1,529 +379 +33.0% 0.00% $180K 2026-01-07 $122.61
2025 Q3 ADDED — — — 1,150 +27 +2.4% 0.00% $129K 2025-10-22 $96.83
2025 Q2 REDUCED — — — 1,123 -42 -3.6% 0.00% $101K 2025-07-09 $88.57
2025 Q1 REDUCED — — — 1,165 -5 -0.4% 0.00% $90K 2025-04-01 $76.45
2024 Q4 ADDED — — — 1,170 +167 +16.7% 0.00% $66K 2025-01-16 $57.07
2024 Q3 REDUCED 18.5% -8.0% ✅ 1,003 -228 -18.5% 0.00% $61K 2024-10-02 $61.05
2024 Q2 ADDED — — — 1,231 +253 +25.9% 0.00% $65K 2024-07-02 $51.98
2024 Q1 REDUCED 15.5% +11.1% ❌ 978 -180 -15.5% 0.00% $46K 2024-04-09 $50.25
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WPM

As of 2026 Q2 — sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.02% Versant Capital Management, Inc 3Y 7Y 0.02% BURKETT FINANCIAL SERVICES, LLC 0.01% Hilltop National Bank 0.0% Cedar Mountain Advisors, LLC 3Y 0.0% Noble Wealth Management PBC 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and WPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning WPM?

MassMutual Private Wealth & Trust, FSB reported WPM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported WPM position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for WPM was 0.00% in 2025 Q4.

What is the latest reported WPM position on this page?

The most recent filing on this page is 2026 Q2, when MassMutual Private Wealth & Trust, FSB reported 596 shares, equal to 0.00% of portfolio, with an estimated market value of $67K.

What does the chart on this WPM ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly WPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MassMutual Private Wealth & Trust, FSB time their WPM position?

Based on 13F filing dates vs. subsequent WPM price moves, MassMutual Private Wealth & Trust, FSB correctly timed 13 out of 20 reported position changes (65%). The annualised alpha on WPM relative to SPY over the holding period was +7.9%.

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