Aviso Financial’s Wheaton Precious Metals WPM Stock Holding History

Aviso Financial’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	$36.2M	Buy	275,799 +192,601	+231%	+$26.8M	1.28%	28
2025 Q4	$9.78M	Sell	83,198 -100	-0.1%	-$10.7K	0.37%	39
2025 Q3	$9.32M	Sell	83,298 -9	-0%	-$879	0.38%	42
2025 Q2	$7.49M	Buy	83,307 +2,322	+3%	+$195K	0.34%	44
2025 Q1	$6.29M	Sell	80,985 -7,964	-9%	-$531K	0.31%	49
2024 Q4	$5.01M	Sell	88,949 -3,108	-3%	-$193K	0.25%	57
2024 Q3	$5.62M	Buy	92,057 +4,796	+5%	+$285K	0.28%	52
2024 Q2	$4.55M	Buy	+87,261	New	+$4.67M	0.25%	55

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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 Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aviso Financial's WPM Position: Q1 2026 in Review

Aviso Financial increased its Wheaton Precious Metals (WPM) stake by 231% in Q1 2026, buying an estimated $26.8M and bringing the position to 275,799 shares worth $36.2M. The position accounts for 1.28% of the portfolio, ranked #28.

Aviso Financial first reported a position in WPM in Q2 2024 and has held it in 8 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Aviso Financial held 275,799 shares of Wheaton Precious Metals worth $36.2M as of Q1 2026.
Aviso Financial bought 192,601 Wheaton Precious Metals shares in Q1 2026, an estimated $26.8M.
Wheaton Precious Metals made up 1.28% of Aviso Financial's portfolio in Q1 2026, its #28 holding.
Aviso Financial first reported a position in Wheaton Precious Metals in Q2 2024 and has held it in 8 quarters since.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.