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Blue Trust Inc’s Wheaton Precious Metals WPM Stock Holding History

Blue Trust Inc’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 		$1.17M Buy
10,402
+447
+4% +$58.2K 0.01% 268
2026
Q1 		$1.3M Buy
9,955
+448
+5% +$62.3K 0.01% 245
2025
Q4 		$1.12M Sell
9,507
-1,633
-15% -$175K 0.01% 267
2025
Q3 		$1.25M Buy
11,140
+2,596
+30% +$254K 0.01% 249
2025
Q2 		$767K Buy
8,544
+676
+9% +$56.9K 0.01% 346
2025
Q1 		$611K Buy
7,868
+2,594
+49% +$173K 0.01% 361
2024
Q4 		$297K Sell
5,274
-3,713
-41% -$230K ﹤0.01% 528
2024
Q3 		$471K Buy
8,987
+3,695
+70% +$220K 0.01% 492
2024
Q2 		$249K Buy
5,292
+1,059
+25% +$56.6K ﹤0.01% 625
2024
Q1 		$200K Sell
4,233
-22
-0.5% -$994 ﹤0.01% 501
2023
Q4 		$172K Buy
4,255
+669
+19% +$30.3K ﹤0.01% 496
2023
Q3 		$155K Buy
3,586
+2,245
+167% +$96.8K ﹤0.01% 500
2023
Q2 		$65K Sell
1,341
-4,540
-77% -$216K ﹤0.01% 617
2023
Q1 		$229K Buy
5,881
+2,123
+56% +$92.8K ﹤0.01% 496
2022
Q4 		$122K Buy
3,758
+2,703
+256% +$97.7K ﹤0.01% 600
2022
Q3 		$38K Buy
1,055
+901
+585% +$29.6K ﹤0.01% 859
2022
Q2 		$7K Buy
+154
New +$6.68K ﹤0.01% 1352

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 $59.9B AUM 27.01% 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

Blue Trust Inc's WPM Position: Q2 2026 in Review

Blue Trust Inc increased its Wheaton Precious Metals (WPM) stake by 4.5% in Q2 2026, buying an estimated $58.2K and bringing the position to 10,402 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #268.

Blue Trust Inc first reported a position in WPM in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.3M in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Blue Trust Inc held 10,402 shares of Wheaton Precious Metals worth $1.17M as of Q2 2026.
  • Blue Trust Inc bought 447 Wheaton Precious Metals shares in Q2 2026, an estimated $58.2K.
  • Wheaton Precious Metals made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #268 holding.
  • Blue Trust Inc first reported a position in Wheaton Precious Metals in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Wheaton Precious Metals position peaked at $1.3M in Q1 2026.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.