Atria Wealth Solutions’s Wheaton Precious Metals WPM Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$460K	Sell	5,127 -4,086	-44%	-$344K	0.01%	958
2025 Q1	$715K	Sell	9,213 -250	-3%	-$16.7K	0.01%	1020
2024 Q4	$532K	Sell	9,463 -3,844	-29%	-$238K	0.01%	1247
2024 Q3	$813K	Sell	13,307 -4,727	-26%	-$281K	0.01%	1001
2024 Q2	$945K	Buy	+18,034	New	+$964K	0.01%	919
2022 Q3	–	Sell	-5,655	Closed	-$204K	–	1863
2022 Q2	$204K	Sell	5,655 -402	-7%	-$17.4K	﹤0.01%	1455
2022 Q1	$289K	Buy	+6,057	New	+$263K	﹤0.01%	1338

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Atria Wealth Solutions's WPM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Wheaton Precious Metals (WPM) stake by 44% in Q2 2025, selling an estimated $344K and leaving 5,127 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #958.

Atria Wealth Solutions first reported a position in WPM in Q1 2022 and has held it in 7 quarters since. The position peaked at $945K in Q2 2024. 688 funds tracked by Wall St. Rank hold WPM as of Q2 2025.

Atria Wealth Solutions held 5,127 shares of Wheaton Precious Metals worth $460K as of Q2 2025.
Atria Wealth Solutions sold 4,086 Wheaton Precious Metals shares in Q2 2025, an estimated $344K.
Wheaton Precious Metals made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #958 holding.
Atria Wealth Solutions first reported a position in Wheaton Precious Metals in Q1 2022 and has held it in 7 quarters since.
Atria Wealth Solutions's Wheaton Precious Metals position peaked at $945K in Q2 2024.
688 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.