Ameritas Advisory Services’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
Q2
$823K Buy
7,331
+3,241
+79% +$422K 0.02% 628
2026
Q1
$536K Sell
4,090
-522
-11% -$72.6K 0.02% 552
2025
Q4
$542K Buy
4,612
+3,812
+477% +$408K 0.02% 535
2025
Q3
$89.5K Sell
800
-8,288
-91% -$810K 0.01% 879
2025
Q2
$816K Sell
9,088
-37
-0.4% -$3.12K 0.04% 399
2025
Q1
$691K Sell
9,125
-218
-2% -$14.5K 0.03% 488
2024
Q4
$525K Buy
9,343
+897
+11% +$55.6K 0.02% 579
2024
Q3
$516K Sell
8,446
-552
-6% -$32.8K 0.02% 538
2024
Q2
$472K Buy
8,998
+1,021
+13% +$54.6K 0.02% 596
2024
Q1
$381K Buy
7,977
+1,607
+25% +$72.6K 0.02% 629
2023
Q4
$311K Buy
6,370
+965
+18% +$43.7K 0.02% 545
2023
Q3
$219K Buy
+5,405
New +$233K 0.01% 721
2023
Q2
Sell
-5,184
Closed -$255K 2523
2023
Q1
$255K Buy
+5,184
New +$227K 0.01% 687

Other funds holding WPM

Ameritas Advisory Services's WPM Position: Q2 2026 in Review

Ameritas Advisory Services increased its Wheaton Precious Metals (WPM) stake by 79% in Q2 2026, buying an estimated $422K and bringing the position to 7,331 shares worth $823K. The position accounts for 0.02% of the portfolio, ranked #628.

Ameritas Advisory Services first reported a position in WPM in Q1 2023 and has held it in 13 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Ameritas Advisory Services held 7,331 shares of Wheaton Precious Metals worth $823K as of Q2 2026.
  • Ameritas Advisory Services bought 3,241 Wheaton Precious Metals shares in Q2 2026, an estimated $422K.
  • Wheaton Precious Metals made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #628 holding.
  • Ameritas Advisory Services first reported a position in Wheaton Precious Metals in Q1 2023 and has held it in 13 quarters since.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.