Belpointe Asset Management’s Wheaton Precious Metals WPM Stock Holding History

Belpointe Asset Management’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	$720K	Sell	6,414 -233	-4%	-$30.3K	0.02%	596
2026 Q1	$871K	Buy	6,647 +3,828	+136%	+$532K	0.03%	505
2025 Q4	$331K	Sell	2,819 -633	-18%	-$67.8K	0.01%	798
2025 Q3	$386K	Buy	3,452 +710	+26%	+$69.4K	0.01%	711
2025 Q2	$246K	Sell	2,742 -3,321	-55%	-$280K	0.01%	812
2025 Q1	$469K	Buy	+6,063	New	+$405K	0.02%	583
2024 Q4	–	Sell	-53	Closed	-$3.26K	–	956
2024 Q3	$3.26K	Buy	+53	New	+$3.15K	﹤0.01%	882
2023 Q2	–	Sell	-2,082	Closed	-$100K	–	3383
2023 Q1	$100K	Hold	2,082	–	–	0.01%	1306
2022 Q4	$81.4K	Buy	+2,082	New	+$75.3K	﹤0.01%	1352
2022 Q2	–	Sell	-2,347	Closed	-$112K	–	1282
2022 Q1	$112K	Hold	2,347	–	–	0.01%	1167
2021 Q4	$100K	Buy	+2,347	New	+$96.6K	0.01%	1196
2021 Q3	–	Sell	-2,360	Closed	-$105K	–	1246
2021 Q2	$105K	Buy	+2,360	New	+$105K	0.01%	1110
2021 Q1	–	Sell	-2,681	Closed	-$111K	–	1081
2020 Q4	$111K	Sell	2,681 -13	-0.5%	-$581	0.01%	921
2020 Q3	$132K	Sell	2,694 -2,274	-46%	-$116K	0.01%	682
2020 Q2	$219K	Buy	+4,968	New	+$195K	0.03%	503
2020 Q1	–	Sell	-3,916	Closed	-$117K	–	802
2019 Q4	$117K	Sell	3,916 -675	-15%	-$18.5K	0.01%	723
2019 Q3	$120K	Sell	4,591 -2,889	-39%	-$77.7K	0.02%	617
2019 Q2	$181K	Sell	7,480 -1,090	-13%	-$24.2K	0.04%	435
2019 Q1	$204K	Buy	+8,570	New	+$182K	0.04%	303

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

Belpointe Asset Management's WPM Position: Q2 2026 in Review

Belpointe Asset Management reduced its Wheaton Precious Metals (WPM) stake by 3.5% in Q2 2026, selling an estimated $30.3K and leaving 6,414 shares worth $720K. The position accounts for 0.02% of the portfolio, ranked #596.

Belpointe Asset Management first reported a position in WPM in Q1 2019 and has held it in 19 quarters since. The position peaked at $871K in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Belpointe Asset Management held 6,414 shares of Wheaton Precious Metals worth $720K as of Q2 2026.
Belpointe Asset Management sold 233 Wheaton Precious Metals shares in Q2 2026, an estimated $30.3K.
Wheaton Precious Metals made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #596 holding.
Belpointe Asset Management first reported a position in Wheaton Precious Metals in Q1 2019 and has held it in 19 quarters since.
Belpointe Asset Management's Wheaton Precious Metals position peaked at $871K in Q1 2026.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.