Astoria Portfolio Advisors’s Wheaton Precious Metals WPM Stock Holding History

Astoria Portfolio 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	$1M	Hold	8,932	–	–	0.17%	89
2026 Q1	$1.22M	Hold	8,932	–	–	0.26%	59
2025 Q4	$1.39M	Hold	8,932	–	–	0.32%	49
2025 Q3	$958K	Buy	8,932 +67	+0.8%	+$6.55K	0.25%	64
2025 Q2	$833K	Buy	8,865 +974	+12%	+$82K	0.23%	85
2025 Q1	$643K	Buy	7,891 +289	+4%	+$19.3K	0.22%	95
2024 Q4	$433K	Hold	7,602	–	–	0.15%	121
2024 Q3	$462K	Hold	7,602	–	–	0.16%	102
2024 Q2	$398K	Hold	7,602	–	–	0.14%	104
2024 Q1	$389K	Sell	7,602 -2,218	-23%	-$100K	0.15%	101
2023 Q4	$461K	Hold	9,820	–	–	0.19%	85
2023 Q3	$420K	Hold	9,820	–	–	0.2%	97
2023 Q2	$438K	Buy	9,820 +55	+0.6%	+$2.61K	0.17%	110
2023 Q1	$488K	Hold	9,765	–	–	0.21%	88
2022 Q4	$442K	Buy	9,765 +32	+0.3%	+$1.16K	0.21%	90
2022 Q3	$315K	Sell	9,733 -1,236	-11%	-$40.6K	0.21%	106
2022 Q2	$395K	Buy	10,969 +64	+0.6%	+$2.78K	0.29%	84
2022 Q1	$519K	Sell	10,905 -25	-0.2%	-$1.09K	0.41%	56
2021 Q4	$469K	Buy	+10,930	New	+$450K	0.37%	70

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

Astoria Portfolio Advisors's WPM Position: Q2 2026 in Review

Astoria Portfolio Advisors held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 8,932 shares worth $1M. The position accounts for 0.17% of the portfolio, ranked #89.

Astoria Portfolio Advisors first reported a position in WPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.39M in Q4 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Astoria Portfolio Advisors held 8,932 shares of Wheaton Precious Metals worth $1M as of Q2 2026.
Astoria Portfolio Advisors left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up 0.17% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #89 holding.
Astoria Portfolio Advisors first reported a position in Wheaton Precious Metals in Q4 2021 and has held it in 19 quarters since.
Astoria Portfolio Advisors's Wheaton Precious Metals position peaked at $1.39M in Q4 2025.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.