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Ascent Group’s Wheaton Precious Metals WPM Stock Holding History

Ascent Group’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 		$367K Buy
3,272
+304
+10% +$39.6K 0.01% 614
2026
Q1 		$389K Buy
2,968
+576
+24% +$80.1K 0.01% 554
2025
Q4 		$281K Buy
2,392
+316
+15% +$33.8K 0.01% 632
2025
Q3 		$232K Buy
+2,076
New +$203K 0.01% 669

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 $60.8B AUM 26.63% 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

Ascent Group's WPM Position: Q2 2026 in Review

Ascent Group increased its Wheaton Precious Metals (WPM) stake by 10% in Q2 2026, buying an estimated $39.6K and bringing the position to 3,272 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #614.

Ascent Group first reported a position in WPM in Q3 2025 and has held it in 4 quarters since. The position peaked at $389K in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Ascent Group held 3,272 shares of Wheaton Precious Metals worth $367K as of Q2 2026.
  • Ascent Group bought 304 Wheaton Precious Metals shares in Q2 2026, an estimated $39.6K.
  • Wheaton Precious Metals made up 0.01% of Ascent Group's portfolio in Q2 2026, its #614 holding.
  • Ascent Group first reported a position in Wheaton Precious Metals in Q3 2025 and has held it in 4 quarters since.
  • Ascent Group's Wheaton Precious Metals position peaked at $389K in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.