Balentine LLC’s Wheaton Precious Metals WPM Stock Holding History

Balentine LLC’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	$225K	Sell	2,000 -17	-0.8%	-$2.21K	0.01%	178
2026 Q1	$264K	Hold	2,017	–	–	0.01%	162
2025 Q4	$237K	Hold	2,017	–	–	0.01%	173
2025 Q3	$226K	Buy	+2,017	New	+$197K	0.01%	177
2024 Q1	–	Sell	-4,114	Closed	-$203K	–	646
2023 Q4	$203K	Buy	+4,114	New	+$186K	0.01%	479
2020 Q3	–	Sell	-1,224	Closed	-$54K	–	849
2020 Q2	$54K	Buy	+1,224	New	+$48.2K	﹤0.01%	233

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

Balentine LLC's WPM Position: Q2 2026 in Review

Balentine LLC reduced its Wheaton Precious Metals (WPM) stake by 0.84% in Q2 2026, selling an estimated $2.21K and leaving 2,000 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #178.

Balentine LLC first reported a position in WPM in Q2 2020 and has held it in 6 quarters since. The position peaked at $264K in Q1 2026. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Balentine LLC held 2,000 shares of Wheaton Precious Metals worth $225K as of Q2 2026.
Balentine LLC sold 17 Wheaton Precious Metals shares in Q2 2026, an estimated $2.21K.
Wheaton Precious Metals made up 0.01% of Balentine LLC's portfolio in Q2 2026, its #178 holding.
Balentine LLC first reported a position in Wheaton Precious Metals in Q2 2020 and has held it in 6 quarters since.
Balentine LLC's Wheaton Precious Metals position peaked at $264K in Q1 2026.
854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Balentine LLC's 13F filing for Q2 2026, filed 6 Aug 2026.