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Athena Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Athena Wealth Management’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 		$257K Buy
2,291
+7
+0.3% +$911 0.19% 92
2026
Q1 		$299K Sell
2,284
-204
-8% -$28.4K 0.24% 78
2025
Q4 		$292K Buy
+2,488
New +$266K 0.28% 77

Other funds holding WPM

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Athena Wealth Management's WPM Position: Q2 2026 in Review

Athena Wealth Management increased its Wheaton Precious Metals (WPM) stake by 0.31% in Q2 2026, buying an estimated $911 and bringing the position to 2,291 shares worth $257K. The position accounts for 0.19% of the portfolio, ranked #92.

Athena Wealth Management first reported a position in WPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $299K in Q1 2026. 157 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Athena Wealth Management held 2,291 shares of Wheaton Precious Metals worth $257K as of Q2 2026.
  • Athena Wealth Management bought 7 Wheaton Precious Metals shares in Q2 2026, an estimated $911.
  • Wheaton Precious Metals made up 0.19% of Athena Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Athena Wealth Management first reported a position in Wheaton Precious Metals in Q4 2025 and has held it in 3 quarters since.
  • Athena Wealth Management's Wheaton Precious Metals position peaked at $299K in Q1 2026.
  • 157 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.