Addison Advisors’s Wheaton Precious Metals WPM Stock Holding History

Addison Advisors’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	$13.1K	Buy	100 +27	+37%	+$3.75K	﹤0.01%	610
2025 Q4	$8.58K	Hold	73	–	–	﹤0.01%	645
2025 Q3	$8.16K	Hold	73	–	–	﹤0.01%	653
2025 Q2	$6.56K	Buy	73 +13	+22%	+$1.09K	﹤0.01%	676
2025 Q1	$4.66K	Buy	60 +25	+71%	+$1.67K	﹤0.01%	681
2024 Q4	$1.97K	Sell	35 -9	-20%	-$557	﹤0.01%	750
2024 Q3	$2.69K	Buy	+44	New	+$2.62K	﹤0.01%	717
2024 Q1	–	Sell	-149	Closed	-$7.35K	–	747
2023 Q4	$7.35K	Buy	+149	New	+$6.74K	﹤0.01%	546

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Addison Advisors's WPM Position: Q1 2026 in Review

Addison Advisors increased its Wheaton Precious Metals (WPM) stake by 37% in Q1 2026, buying an estimated $3.75K and bringing the position to 100 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Addison Advisors first reported a position in WPM in Q4 2023 and has held it in 8 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Addison Advisors held 100 shares of Wheaton Precious Metals worth $13.1K as of Q1 2026.
Addison Advisors bought 27 Wheaton Precious Metals shares in Q1 2026, an estimated $3.75K.
Wheaton Precious Metals made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #610 holding.
Addison Advisors first reported a position in Wheaton Precious Metals in Q4 2023 and has held it in 8 quarters since.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.