Cetera Investment Advisers
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Cetera Investment Advisers’s Wheaton Precious Metals WPM Stock Holding History

Cetera Investment Advisers’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 		$13.7M Sell
122,128
-5,949
-5% -$774K 0.01% 958
2026
Q1 		$16.8M Buy
128,077
+17,647
+16% +$2.45M 0.02% 767
2025
Q4 		$13M Buy
110,430
+19,594
+22% +$2.1M 0.01% 881
2025
Q3 		$10.2M Buy
90,836
+9,856
+12% +$963K 0.01% 973
2025
Q2 		$7.27M Sell
80,980
-4,259
-5% -$359K 0.01% 986
2025
Q1 		$6.62M Buy
85,239
+8,515
+11% +$568K 0.01% 964
2024
Q4 		$4.31M Buy
76,724
+37,421
+95% +$2.32M 0.01% 1122
2024
Q3 		$2.4M Buy
39,303
+1,644
+4% +$97.8K 0.01% 1499
2024
Q2 		$1.97M Buy
37,659
+409
+1% +$21.9K ﹤0.01% 1586
2024
Q1 		$1.76M Buy
37,250
+16,570
+80% +$748K ﹤0.01% 1651
2023
Q4 		$1.02M Sell
20,680
-504
-2% -$22.8K 0.01% 1098
2023
Q3 		$859K Buy
21,184
+2,187
+12% +$94.3K 0.01% 1116
2023
Q2 		$821K Sell
18,997
-2,231
-11% -$106K 0.01% 1148
2023
Q1 		$1.02M Sell
21,228
-2,791
-12% -$122K 0.01% 1022
2022
Q4 		$939K Sell
24,019
-308
-1% -$11.1K 0.01% 1022
2022
Q3 		$787K Buy
24,327
+3,704
+18% +$122K 0.02% 813
2022
Q2 		$743K Buy
20,623
+2,982
+17% +$129K 0.01% 909
2022
Q1 		$839K Buy
17,641
+1,261
+8% +$54.8K 0.01% 881
2021
Q4 		$703K Buy
16,380
+1,065
+7% +$43.9K 0.01% 980
2021
Q3 		$576K Sell
15,315
-9
-0.1% -$392 0.01% 1059
2021
Q2 		$675K Sell
15,324
-19,043
-55% -$847K 0.01% 954
2021
Q1 		$1.31M Buy
34,367
+20,959
+156% +$832K 0.03% 562
2020
Q4 		$560K Buy
+13,408
New +$599K 0.01% 909

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

Cetera Investment Advisers's WPM Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Wheaton Precious Metals (WPM) stake by 4.6% in Q2 2026, selling an estimated $774K and leaving 122,128 shares worth $13.7M. The position accounts for 0.01% of the portfolio, ranked #958.

Cetera Investment Advisers first reported a position in WPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.8M in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Cetera Investment Advisers held 122,128 shares of Wheaton Precious Metals worth $13.7M as of Q2 2026.
  • Cetera Investment Advisers sold 5,949 Wheaton Precious Metals shares in Q2 2026, an estimated $774K.
  • Wheaton Precious Metals made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #958 holding.
  • Cetera Investment Advisers first reported a position in Wheaton Precious Metals in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's Wheaton Precious Metals position peaked at $16.8M in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.