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 Q2	$1.05M	Sell	9,307 -234	-2%	-$30.4K	0.01%	1087
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 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

Atria Investments's WPM Position: Q2 2026 in Review

Atria Investments reduced its Wheaton Precious Metals (WPM) stake by 2.5% in Q2 2026, selling an estimated $30.4K and leaving 9,307 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1087.

Atria Investments first reported a position in WPM in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.25M in Q1 2026. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Atria Investments held 9,307 shares of Wheaton Precious Metals worth $1.05M as of Q2 2026.
Atria Investments sold 234 Wheaton Precious Metals shares in Q2 2026, an estimated $30.4K.
Wheaton Precious Metals made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1087 holding.
Atria Investments first reported a position in Wheaton Precious Metals in Q2 2024 and has held it in 7 quarters since.
Atria Investments's Wheaton Precious Metals position peaked at $1.25M in Q1 2026.
854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.