BL
WPM icon

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
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Balentine LLC's WPM Position: Q1 2026 in Review

Balentine LLC held its Wheaton Precious Metals (WPM) position steady in Q1 2026 at 2,017 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #162.

Balentine LLC first reported a position in WPM in Q2 2020 and has held it in 5 quarters since. 852 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Balentine LLC held 2,017 shares of Wheaton Precious Metals worth $264K as of Q1 2026.
  • Balentine LLC left its Wheaton Precious Metals share count unchanged in Q1 2026.
  • Wheaton Precious Metals made up 0.01% of Balentine LLC's portfolio in Q1 2026, its #162 holding.
  • Balentine LLC first reported a position in Wheaton Precious Metals in Q2 2020 and has held it in 5 quarters since.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Balentine LLC's 13F filing for Q1 2026, filed 24 Apr 2026.