Clearstead Advisors’s Wheaton Precious Metals WPM Stock Holding History

Clearstead Advisors’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	$331K	Buy	2,945 +2,851	+3,033%	+$371K	﹤0.01%	899
2026 Q1	$12.3K	Sell	94 -3,399	-97%	-$473K	﹤0.01%	1549
2025 Q4	$410K	Buy	3,493 +3	+0.1%	+$321	0.01%	712
2025 Q3	$390K	Buy	3,490 +1,287	+58%	+$126K	0.01%	709
2025 Q2	$198K	Hold	2,203	–	–	﹤0.01%	901
2025 Q1	$171K	Buy	2,203 +713	+48%	+$47.6K	﹤0.01%	868
2024 Q4	$83.8K	Hold	1,490	–	–	﹤0.01%	1059
2024 Q3	$91K	Hold	1,490	–	–	﹤0.01%	1051
2024 Q2	$78.1K	Buy	1,490 +336	+29%	+$18K	﹤0.01%	1054
2024 Q1	$63K	Buy	1,154 +833	+260%	+$37.6K	﹤0.01%	713
2023 Q4	$15.8K	Buy	+321	New	+$14.5K	﹤0.01%	981
2022 Q1	–	Sell	-25	Closed	-$1K	–	1468
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	1231
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	1255
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	1213
2021 Q1	$1K	Buy	+25	New	+$992	﹤0.01%	1084

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Clearstead Advisors's WPM Position: Q2 2026 in Review

Clearstead Advisors increased its Wheaton Precious Metals (WPM) stake by 3,033% in Q2 2026, buying an estimated $371K and bringing the position to 2,945 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Clearstead Advisors first reported a position in WPM in Q1 2021 and has held it in 15 quarters since. The position peaked at $410K in Q4 2025. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Clearstead Advisors held 2,945 shares of Wheaton Precious Metals worth $331K as of Q2 2026.
Clearstead Advisors bought 2,851 Wheaton Precious Metals shares in Q2 2026, an estimated $371K.
Wheaton Precious Metals made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #899 holding.
Clearstead Advisors first reported a position in Wheaton Precious Metals in Q1 2021 and has held it in 15 quarters since.
Clearstead Advisors's Wheaton Precious Metals position peaked at $410K in Q4 2025.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.