Athena Wealth Management
WPM icon

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
Q3 		$372K Buy
2,779
+488
+21% +$64.6K 0.27% 76
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

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Athena Wealth Management's WPM Position: Q3 2026 in Review

Athena Wealth Management increased its Wheaton Precious Metals (WPM) stake by 21% in Q3 2026, buying an estimated $64.6K and bringing the position to 2,779 shares worth $372K. The position accounts for 0.27% of the portfolio, ranked #76.

Athena Wealth Management first reported a position in WPM in Q4 2025 and has held it in 4 quarters since. 743 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

  • Athena Wealth Management held 2,779 shares of Wheaton Precious Metals worth $372K as of Q3 2026.
  • Athena Wealth Management bought 488 Wheaton Precious Metals shares in Q3 2026, an estimated $64.6K.
  • Wheaton Precious Metals made up 0.27% of Athena Wealth Management's portfolio in Q3 2026, its #76 holding.
  • Athena Wealth Management first reported a position in Wheaton Precious Metals in Q4 2025 and has held it in 4 quarters since.
  • 743 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.