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Beacon Pointe Advisors’s Wheaton Precious Metals WPM Stock Holding History

Beacon Pointe 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
Q1 		$11M Buy
83,757
+3,642
+5% +$507K 0.06% 293
2025
Q4 		$9.42M Sell
80,115
-2,887
-3% -$309K 0.07% 269
2025
Q3 		$9.28M Sell
83,002
-2,206
-3% -$216K 0.08% 239
2025
Q2 		$7.65M Sell
85,208
-3,056
-3% -$257K 0.08% 219
2025
Q1 		$6.85M Sell
88,264
-2,248
-2% -$150K 0.08% 233
2024
Q4 		$5.09M Sell
90,512
-2,153
-2% -$133K 0.06% 281
2024
Q3 		$5.66M Sell
92,665
-2,299
-2% -$137K 0.07% 264
2024
Q2 		$4.98M Sell
94,964
-6,561
-6% -$351K 0.06% 277
2024
Q1 		$4.78M Sell
101,525
-2,780
-3% -$126K 0.05% 295
2023
Q4 		$5.15M Buy
104,305
+38,798
+59% +$1.76M 0.06% 279
2023
Q3 		$2.66M Buy
65,507
+57,341
+702% +$2.47M 0.03% 404
2023
Q2 		$353K Sell
8,166
-56,966
-87% -$2.71M 0.01% 829
2023
Q1 		$3.14M Buy
65,132
+60,012
+1,172% +$2.62M 0.05% 297
2022
Q4 		$200K Buy
+5,120
New +$185K ﹤0.01% 999

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

Beacon Pointe Advisors's WPM Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Wheaton Precious Metals (WPM) stake by 4.5% in Q1 2026, buying an estimated $507K and bringing the position to 83,757 shares worth $11M. The position accounts for 0.06% of the portfolio, ranked #293.

Beacon Pointe Advisors first reported a position in WPM in Q4 2022 and has held it in 14 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Beacon Pointe Advisors held 83,757 shares of Wheaton Precious Metals worth $11M as of Q1 2026.
  • Beacon Pointe Advisors bought 3,642 Wheaton Precious Metals shares in Q1 2026, an estimated $507K.
  • Wheaton Precious Metals made up 0.06% of Beacon Pointe Advisors's portfolio in Q1 2026, its #293 holding.
  • Beacon Pointe Advisors first reported a position in Wheaton Precious Metals in Q4 2022 and has held it in 14 quarters since.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.