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AE Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

AE Wealth Management’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 		$642K Buy
5,712
+63
+1% +$8.2K ﹤0.01% 1106
2026
Q1 		$740K Buy
5,649
+78
+1% +$10.8K ﹤0.01% 936
2025
Q4 		$655K Sell
5,571
-520
-9% -$55.7K ﹤0.01% 946
2025
Q3 		$681K Buy
6,091
+123
+2% +$12K ﹤0.01% 862
2025
Q2 		$536K Sell
5,968
-832
-12% -$70K ﹤0.01% 904
2025
Q1 		$528K Sell
6,800
-3,021
-31% -$202K ﹤0.01% 903
2024
Q4 		$552K Sell
9,821
-16,336
-62% -$1.01M ﹤0.01% 875
2024
Q3 		$1.6M Buy
26,157
+8,845
+51% +$526K 0.01% 598
2024
Q2 		$907K Buy
+17,312
New +$926K 0.01% 723
2024
Q1 		– Sell
-97,560
Closed -$4.56M – 2002
2023
Q4 		$4.56M Buy
97,560
+70,549
+261% +$3.19M 0.02% 627
2023
Q3 		$1.1M Sell
27,011
-556
-2% -$24K 0.01% 1054
2023
Q2 		$1.19M Buy
27,567
+6,332
+30% +$301K 0.01% 1024
2023
Q1 		$1.02M Buy
21,235
+556
+3% +$24.3K 0.01% 1030
2022
Q4 		$808K Buy
20,679
+246
+1% +$8.89K 0.01% 1075
2022
Q3 		$661K Buy
20,433
+6,790
+50% +$223K 0.01% 1106
2022
Q2 		$492K Buy
13,643
+3,415
+33% +$148K ﹤0.01% 1214
2022
Q1 		$487K Buy
10,228
+207
+2% +$9K ﹤0.01% 1244
2021
Q4 		$430K Buy
10,021
+4,114
+70% +$169K ﹤0.01% 1309
2021
Q3 		$222K Buy
5,907
+684
+13% +$29.8K ﹤0.01% 1494
2021
Q2 		$230K Sell
5,223
-343
-6% -$15.3K ﹤0.01% 1451
2021
Q1 		$213K Buy
+5,566
New +$221K ﹤0.01% 1389
2020
Q4 		– Sell
-8,780
Closed -$431K – 1441
2020
Q3 		$431K Buy
+8,780
New +$448K 0.01% 931
2019
Q3 		– Sell
-22,854
Closed -$553K – 1074
2019
Q2 		$553K Buy
+22,854
New +$507K 0.02% 558

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

AE Wealth Management's WPM Position: Q2 2026 in Review

AE Wealth Management increased its Wheaton Precious Metals (WPM) stake by 1.1% in Q2 2026, buying an estimated $8.2K and bringing the position to 5,712 shares worth $642K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

AE Wealth Management first reported a position in WPM in Q2 2019 and has held it in 23 quarters since. The position peaked at $4.56M in Q4 2023. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • AE Wealth Management held 5,712 shares of Wheaton Precious Metals worth $642K as of Q2 2026.
  • AE Wealth Management bought 63 Wheaton Precious Metals shares in Q2 2026, an estimated $8.2K.
  • Wheaton Precious Metals made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1106 holding.
  • AE Wealth Management first reported a position in Wheaton Precious Metals in Q2 2019 and has held it in 23 quarters since.
  • AE Wealth Management's Wheaton Precious Metals position peaked at $4.56M in Q4 2023.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.