Clean Yield Group’s Wheaton Precious Metals WPM Stock Holding History

Clean Yield Group’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	$25.5K	Hold	195	–	–	0.01%	266
2025 Q4	$22.9K	Sell	195 -124	-39%	-$13.3K	0.01%	281
2025 Q3	$35.7K	Hold	319	–	–	0.01%	258
2025 Q2	$28.6K	Hold	319	–	–	0.01%	261
2025 Q1	$24.8K	Sell	319 -40	-11%	-$2.67K	0.01%	270
2024 Q4	$20.2K	Hold	359	–	–	0.01%	294
2024 Q3	$21.9K	Buy	+359	New	+$21.4K	0.01%	289

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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 Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Clean Yield Group's WPM Position: Q1 2026 in Review

Clean Yield Group held its Wheaton Precious Metals (WPM) position steady in Q1 2026 at 195 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #266.

Clean Yield Group first reported a position in WPM in Q3 2024 and has held it in 7 quarters since. The position peaked at $35.7K in Q3 2025. 852 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Clean Yield Group held 195 shares of Wheaton Precious Metals worth $25.5K as of Q1 2026.
Clean Yield Group left its Wheaton Precious Metals share count unchanged in Q1 2026.
Wheaton Precious Metals made up 0.01% of Clean Yield Group's portfolio in Q1 2026, its #266 holding.
Clean Yield Group first reported a position in Wheaton Precious Metals in Q3 2024 and has held it in 7 quarters since.
Clean Yield Group's Wheaton Precious Metals position peaked at $35.7K in Q3 2025.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.