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Atlantic Edge Private Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Atlantic Edge Private 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 		$14K Hold
125
– – ﹤0.01% 384
2026
Q1 		$16.4K Hold
125
– – ﹤0.01% 340
2025
Q4 		$14.7K Buy
125
+25
+25% +$2.68K ﹤0.01% 341
2025
Q3 		$11.2K Buy
+100
New +$9.77K ﹤0.01% 357

Other funds holding WPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
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

Atlantic Edge Private Wealth Management's WPM Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 125 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Atlantic Edge Private Wealth Management first reported a position in WPM in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.4K in Q1 2026. 361 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 125 shares of Wheaton Precious Metals worth $14K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its Wheaton Precious Metals share count unchanged in Q2 2026.
  • Wheaton Precious Metals made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #384 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Wheaton Precious Metals in Q3 2025 and has held it in 4 quarters since.
  • Atlantic Edge Private Wealth Management's Wheaton Precious Metals position peaked at $16.4K in Q1 2026.
  • 361 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.