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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

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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. 316 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.
  • 316 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.