Advisornet Financial’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $485K | Sell |
3,703
-6
| -0.2% | -$834 | 0.03% | 397 |
|
|
2025
Q4 | $436K | Buy |
3,709
+296
| +9% | +$31.7K | 0.02% | 420 |
|
|
2025
Q3 | $382K | Sell |
3,413
-235
| -6% | -$23K | 0.02% | 443 |
|
|
2025
Q2 | $328K | Sell |
3,648
-15
| -0.4% | -$1.26K | 0.02% | 455 |
|
|
2025
Q1 | $284K | Sell |
3,663
-15
| -0.4% | -$1K | 0.02% | 465 |
|
|
2024
Q4 | $207K | Hold |
3,678
| – | – | 0.02% | 500 |
|
|
2024
Q3 | $225K | Buy |
3,678
+348
| +10% | +$20.7K | 0.02% | 499 |
|
|
2024
Q2 | $175K | Buy |
3,330
+190
| +6% | +$10.2K | 0.02% | 507 |
|
|
2024
Q1 | $148K | Buy |
3,140
+390
| +14% | +$17.6K | 0.01% | 533 |
|
|
2023
Q4 | $136K | Sell |
2,750
-175
| -6% | -$7.92K | 0.01% | 552 |
|
|
2023
Q3 | $119K | Buy |
2,925
+2,200
| +303% | +$94.9K | 0.01% | 576 |
|
|
2023
Q2 | $31.3K | Buy |
725
+150
| +26% | +$7.13K | ﹤0.01% | 949 |
|
|
2023
Q1 | $27.7K | Sell |
575
-150
| -21% | -$6.56K | ﹤0.01% | 967 |
|
|
2022
Q4 | $28.3K | Sell |
725
-200
| -22% | -$7.23K | ﹤0.01% | 943 |
|
|
2022
Q3 | $30K | Sell |
925
-925
| -50% | -$30.4K | ﹤0.01% | 995 |
|
|
2022
Q2 | $67K | Sell |
1,850
-1,450
| -44% | -$62.9K | 0.01% | 790 |
|
|
2022
Q1 | $157K | Sell |
3,300
-400
| -11% | -$17.4K | 0.01% | 621 |
|
|
2021
Q4 | $159K | Sell |
3,700
-200
| -5% | -$8.24K | 0.01% | 656 |
|
|
2021
Q3 | $147K | Sell |
3,900
-400
| -9% | -$17.4K | 0.01% | 674 |
|
|
2021
Q2 | $190K | Hold |
4,300
| – | – | 0.01% | 605 |
|
|
2021
Q1 | $164K | Buy |
4,300
+900
| +26% | +$35.7K | 0.01% | 615 |
|
|
2020
Q4 | $142K | Buy |
3,400
+400
| +13% | +$17.9K | 0.01% | 594 |
|
|
2020
Q3 | $147K | Buy |
3,000
+750
| +33% | +$38.2K | 0.01% | 568 |
|
|
2020
Q2 | $99K | Sell |
2,250
-550
| -20% | -$21.6K | 0.01% | 675 |
|
|
2020
Q1 | $77K | Buy |
2,800
+1,039
| +59% | +$30K | 0.01% | 674 |
|
|
2019
Q4 | $52K | Sell |
1,761
-144
| -8% | -$3.94K | ﹤0.01% | 883 |
|
|
2019
Q3 | $50K | Buy |
1,905
+505
| +36% | +$13.6K | ﹤0.01% | 910 |
|
|
2019
Q2 | $34K | Hold |
1,400
| – | – | ﹤0.01% | 930 |
|
|
2019
Q1 | $33K | Hold |
1,400
| – | – | ﹤0.01% | 858 |
|
|
2018
Q4 | $27K | Sell |
1,400
-1,250
| -47% | -$21.3K | ﹤0.01% | 849 |
|
|
2018
Q3 | $46K | Sell |
2,650
-363
| -12% | -$6.96K | 0.01% | 752 |
|
|
2018
Q2 | $66K | Sell |
3,013
-2,303
| -43% | -$49.5K | 0.01% | 641 |
|
|
2018
Q1 | $108K | Sell |
5,316
-850
| -14% | -$17.5K | 0.01% | 512 |
|
|
2017
Q4 | $137K | Buy |
+6,166
| New | +$129K | 0.02% | 421 |
|
Other funds holding WPM
VCM
Advisornet Financial's WPM Position: Q1 2026 in Review
Advisornet Financial reduced its Wheaton Precious Metals (WPM) stake by 0.16% in Q1 2026, selling an estimated $834 and leaving 3,703 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #397.
Advisornet Financial first reported a position in WPM in Q4 2017 and has held it in 34 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.
- Advisornet Financial held 3,703 shares of Wheaton Precious Metals worth $485K as of Q1 2026.
- Advisornet Financial sold 6 Wheaton Precious Metals shares in Q1 2026, an estimated $834.
- Wheaton Precious Metals made up 0.03% of Advisornet Financial's portfolio in Q1 2026, its #397 holding.
- Advisornet Financial first reported a position in Wheaton Precious Metals in Q4 2017 and has held it in 34 quarters since.
- 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.