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Atria Investments’s Wheaton Precious Metals WPM Stock Holding History

Atria Investments’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
Q1 		$1.25M Buy
9,541
+4,163
+77% +$579K 0.01% 937
2025
Q4 		$632K Buy
5,378
+248
+5% +$26.6K 0.01% 1311
2025
Q3 		$574K Buy
5,130
+2,126
+71% +$208K 0.01% 1346
2025
Q2 		$270K Buy
+3,004
New +$253K ﹤0.01% 1771
2024
Q4 		– Sell
-4,197
Closed -$256K – 2000
2024
Q3 		$256K Buy
4,197
+153
+4% +$9.1K ﹤0.01% 1693
2024
Q2 		$212K Buy
+4,044
New +$216K ﹤0.01% 1794

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Atria Investments's WPM Position: Q1 2026 in Review

Atria Investments increased its Wheaton Precious Metals (WPM) stake by 77% in Q1 2026, buying an estimated $579K and bringing the position to 9,541 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #937.

Atria Investments first reported a position in WPM in Q2 2024 and has held it in 6 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Atria Investments held 9,541 shares of Wheaton Precious Metals worth $1.25M as of Q1 2026.
  • Atria Investments bought 4,163 Wheaton Precious Metals shares in Q1 2026, an estimated $579K.
  • Wheaton Precious Metals made up 0.01% of Atria Investments's portfolio in Q1 2026, its #937 holding.
  • Atria Investments first reported a position in Wheaton Precious Metals in Q2 2024 and has held it in 6 quarters since.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.