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B. Riley Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

B. Riley Wealth Advisors’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 		$417K Sell
3,759
-264
-7% -$34.3K 0.02% 521
2026
Q1 		$498K Buy
4,023
+262
+7% +$36.4K 0.03% 440
2025
Q4 		$442K Sell
3,761
-214
-5% -$22.9K 0.02% 570
2025
Q3 		$445K Buy
3,975
+1,003
+34% +$98K 0.02% 570
2025
Q2 		$267K Buy
+2,972
New +$250K 0.01% 758
2024
Q4 		– Sell
-3,511
Closed -$213K – 1304
2024
Q3 		$213K Buy
+3,511
New +$209K 0.01% 1111
2022
Q1 		– Sell
-5,708
Closed -$246K – 1515
2021
Q4 		$246K Buy
+5,708
New +$235K 0.01% 1173
2021
Q3 		– Sell
-6,701
Closed -$296K – 1480
2021
Q2 		$296K Buy
6,701
+235
+4% +$10.5K 0.01% 1026
2021
Q1 		$248K Buy
+6,466
New +$257K 0.01% 1094
2020
Q4 		– Sell
-5,945
Closed -$292K – 1097
2020
Q3 		$292K Buy
+5,945
New +$303K 0.02% 720
2018
Q2 		– Sell
-18,188
Closed -$371K – 735
2018
Q1 		$371K Sell
18,188
-715
-4% -$14.7K 0.05% 389
2017
Q4 		$419K Buy
+18,903
New +$394K 0.06% 359
2015
Q1 		– Sell
-3,606
Closed -$73 – 1988
2014
Q4 		$73 Buy
+3,606
New +$71.7K ﹤0.01% 1891
2014
Q3 		– Sell
-5,368
Closed -$141K – 1895
2014
Q2 		$141K Sell
5,368
-279
-5% -$6.25K 0.03% 588
2014
Q1 		$128K Sell
5,647
-193
-3% -$4.55K 0.04% 542
2013
Q4 		$118K Buy
5,840
+2,053
+54% +$44.6K 0.04% 508
2013
Q3 		$94K Sell
3,787
-4,064
-52% -$96.6K 0.03% 556
2013
Q2 		$154K Buy
+7,851
New +$187K 0.05% 417

Other funds holding WPM

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

B. Riley Wealth Advisors's WPM Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Wheaton Precious Metals (WPM) stake by 6.6% in Q2 2026, selling an estimated $34.3K and leaving 3,759 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #521.

B. Riley Wealth Advisors first reported a position in WPM in Q2 2013 and has held it in 18 quarters since. The position peaked at $498K in Q1 2026. 157 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • B. Riley Wealth Advisors held 3,759 shares of Wheaton Precious Metals worth $417K as of Q2 2026.
  • B. Riley Wealth Advisors sold 264 Wheaton Precious Metals shares in Q2 2026, an estimated $34.3K.
  • Wheaton Precious Metals made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #521 holding.
  • B. Riley Wealth Advisors first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 18 quarters since.
  • B. Riley Wealth Advisors's Wheaton Precious Metals position peaked at $498K in Q1 2026.
  • 157 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.