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	$1.01M	Hold	7,700	–	–	0.01%	990
2025 Q4	$905K	Hold	7,700	–	–	0.01%	867
2025 Q3	$861K	Buy	+7,700	New	+$752K	0.01%	813

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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 Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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.