Cerity Partners
WPM icon

Cerity Partners’s Wheaton Precious Metals WPM Stock Holding History

Cerity Partners’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 		$3.63M Buy
32,314
+601
+2% +$78.2K ﹤0.01% 1261
2026
Q1 		$4.15M Sell
31,713
-5,613
-15% -$781K 0.01% 1105
2025
Q4 		$4.39M Buy
37,326
+12,378
+50% +$1.33M 0.01% 974
2025
Q3 		$2.79M Buy
24,948
+2,573
+11% +$251K ﹤0.01% 1127
2025
Q2 		$2.01M Buy
22,375
+2,104
+10% +$177K ﹤0.01% 1215
2025
Q1 		$1.57M Buy
20,271
+1,058
+6% +$70.6K ﹤0.01% 1228
2024
Q4 		$1.1M Buy
19,213
+1,923
+11% +$119K ﹤0.01% 1366
2024
Q3 		$1.06M Buy
17,290
+4,124
+31% +$245K ﹤0.01% 1368
2024
Q2 		$690K Sell
13,166
-4,358
-25% -$233K ﹤0.01% 1394
2024
Q1 		$826K Buy
17,524
+5,654
+48% +$255K ﹤0.01% 1361
2023
Q4 		$586K Buy
11,870
+2,868
+32% +$130K ﹤0.01% 1205
2023
Q3 		$365K Sell
9,002
-2,587
-22% -$112K ﹤0.01% 1081
2023
Q2 		$501K Buy
11,589
+820
+8% +$39K ﹤0.01% 1180
2023
Q1 		$1.61M Buy
10,769
+630
+6% +$27.5K ﹤0.01% 788
2022
Q4 		$396K Sell
10,139
-126
-1% -$4.55K ﹤0.01% 1046
2022
Q3 		$332K Buy
10,265
+2,156
+27% +$70.8K ﹤0.01% 852
2022
Q2 		$293K Buy
+8,109
New +$352K ﹤0.01% 915
2022
Q1 		– Sell
-6,301
Closed -$275K – 1127
2021
Q4 		$275K Buy
+6,301
New +$259K ﹤0.01% 812

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

Cerity Partners's WPM Position: Q2 2026 in Review

Cerity Partners increased its Wheaton Precious Metals (WPM) stake by 1.9% in Q2 2026, buying an estimated $78.2K and bringing the position to 32,314 shares worth $3.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Cerity Partners first reported a position in WPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.39M in Q4 2025. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Cerity Partners held 32,314 shares of Wheaton Precious Metals worth $3.63M as of Q2 2026.
  • Cerity Partners bought 601 Wheaton Precious Metals shares in Q2 2026, an estimated $78.2K.
  • Wheaton Precious Metals made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1261 holding.
  • Cerity Partners first reported a position in Wheaton Precious Metals in Q4 2021 and has held it in 18 quarters since.
  • Cerity Partners's Wheaton Precious Metals position peaked at $4.39M in Q4 2025.
  • 854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.