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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
Q2 		$9.62M Buy
85,650
+1,893
+2% +$246K 0.04% 343
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 $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Beacon Pointe Advisors's WPM Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Wheaton Precious Metals (WPM) stake by 2.3% in Q2 2026, buying an estimated $246K and bringing the position to 85,650 shares worth $9.62M. The position accounts for 0.04% of the portfolio, ranked #343.

Beacon Pointe Advisors first reported a position in WPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $11M in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Beacon Pointe Advisors held 85,650 shares of Wheaton Precious Metals worth $9.62M as of Q2 2026.
  • Beacon Pointe Advisors bought 1,893 Wheaton Precious Metals shares in Q2 2026, an estimated $246K.
  • Wheaton Precious Metals made up 0.04% of Beacon Pointe Advisors's portfolio in Q2 2026, its #343 holding.
  • Beacon Pointe Advisors first reported a position in Wheaton Precious Metals in Q4 2022 and has held it in 15 quarters since.
  • Beacon Pointe Advisors's Wheaton Precious Metals position peaked at $11M in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.