ALPS Advisors’s Wheaton Precious Metals WPM Stock Holding History

ALPS 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 Q2	$36.2M	Buy	322,149 +653	+0.2%	+$85K	0.17%	49
2026 Q1	$42.1M	Buy	321,496 +21,836	+7%	+$3.04M	0.2%	51
2025 Q4	$35.2M	Buy	299,660 +160,617	+116%	+$17.2M	0.21%	54
2025 Q3	$15.6M	Buy	139,043 +69,368	+100%	+$6.78M	0.09%	145
2025 Q2	$6.26M	Buy	69,675 +31,864	+84%	+$2.68M	0.04%	209
2025 Q1	$2.94M	Buy	+37,811	New	+$2.52M	0.02%	295
2019 Q3	–	Sell	-930,723	Closed	-$22.5M	–	999
2019 Q2	$22.5M	Buy	930,723 +95,491	+11%	+$2.12M	0.17%	97
2019 Q1	$19.9M	Buy	835,232 +174,852	+26%	+$3.72M	0.14%	97
2018 Q4	$12.9M	Buy	+660,380	New	+$11.3M	0.1%	109
2017 Q4	–	Sell	-1,183,598	Closed	-$22.6M	–	887
2017 Q3	$22.6M	Buy	+1,183,598	New	+$23.3M	0.16%	84
2016 Q2	–	Sell	-172,766	Closed	-$2.86M	–	636
2016 Q1	$2.86M	Buy	172,766 +55,025	+47%	+$797K	0.03%	137
2015 Q4	$1.46M	Buy	+117,741	New	+$1.55M	0.01%	193
2015 Q3	–	Sell	-95,325	Closed	-$1.65M	–	779
2015 Q2	$1.65M	Sell	95,325 -270,975	-74%	-$5.21M	0.01%	179
2015 Q1	$6.97M	Buy	366,300 +124,745	+52%	+$2.65M	0.06%	109
2014 Q4	$4.91M	Buy	241,555 +163,689	+210%	+$3.25M	0.04%	107
2014 Q3	$1.55M	Buy	77,866 +57,934	+291%	+$1.44M	0.01%	146
2014 Q2	$524K	Buy	+19,932	New	+$446K	﹤0.01%	510

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

ALPS Advisors's WPM Position: Q2 2026 in Review

ALPS Advisors increased its Wheaton Precious Metals (WPM) stake by 0.2% in Q2 2026, buying an estimated $85K and bringing the position to 322,149 shares worth $36.2M. The position accounts for 0.17% of the portfolio, ranked #49.

ALPS Advisors first reported a position in WPM in Q2 2014 and has held it in 17 quarters since. The position peaked at $42.1M in Q1 2026. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

ALPS Advisors held 322,149 shares of Wheaton Precious Metals worth $36.2M as of Q2 2026.
ALPS Advisors bought 653 Wheaton Precious Metals shares in Q2 2026, an estimated $85K.
Wheaton Precious Metals made up 0.17% of ALPS Advisors's portfolio in Q2 2026, its #49 holding.
ALPS Advisors first reported a position in Wheaton Precious Metals in Q2 2014 and has held it in 17 quarters since.
ALPS Advisors's Wheaton Precious Metals position peaked at $42.1M in Q1 2026.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.