Cerity Partners
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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
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 $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cerity Partners's WPM Position: Q1 2026 in Review

Cerity Partners reduced its Wheaton Precious Metals (WPM) stake by 15% in Q1 2026, selling an estimated $781K and leaving 31,713 shares worth $4.15M. The position accounts for 0.01% of the portfolio, ranked #1105.

Cerity Partners first reported a position in WPM in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.39M in Q4 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Cerity Partners held 31,713 shares of Wheaton Precious Metals worth $4.15M as of Q1 2026.
  • Cerity Partners sold 5,613 Wheaton Precious Metals shares in Q1 2026, an estimated $781K.
  • Wheaton Precious Metals made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #1105 holding.
  • Cerity Partners first reported a position in Wheaton Precious Metals in Q4 2021 and has held it in 17 quarters since.
  • Cerity Partners's Wheaton Precious Metals position peaked at $4.39M in Q4 2025.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.