Allied Private Wealth’s Wheaton Precious Metals WPM Stock Holding History

Allied Private Wealth’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	$109K	Buy	+1,013	New	+$132K	0.07%	167

Other funds holding WPM

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Towarzystwo Funduszy Inwestycyjnych Allianz Polska Warszawa, Poland $46.6M AUM 51.22% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return