Commonwealth Equity Services
WPM icon

Commonwealth Equity Services’s Wheaton Precious Metals WPM Stock Holding History

Commonwealth Equity Services’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 		$9.7M Sell
86,317
-5,461
-6% -$710K 0.01% 962
2026
Q1 		$12M Buy
91,778
+11,782
+15% +$1.64M 0.02% 794
2025
Q4 		$9.4M Buy
79,996
+1,807
+2% +$193K 0.01% 922
2025
Q3 		$8.74M Sell
78,189
-3,254
-4% -$318K 0.01% 995
2025
Q2 		$7.31M Sell
81,443
-22,354
-22% -$1.88M 0.01% 1088
2025
Q1 		$8.06M Buy
103,797
+12,672
+14% +$846K 0.01% 983
2024
Q4 		$5.13M Sell
91,125
-10,331
-10% -$640K 0.01% 1221
2024
Q3 		$6.2M Sell
101,456
-3,429
-3% -$204K 0.01% 1086
2024
Q2 		$5.5M Buy
104,885
+13,925
+15% +$745K 0.01% 1134
2024
Q1 		$4.29M Buy
90,960
+214
+0.2% +$9.67K 0.01% 1269
2023
Q4 		$4.48M Buy
90,746
+5,475
+6% +$248K 0.01% 1172
2023
Q3 		$3.46M Sell
85,271
-2,761
-3% -$119K 0.01% 1250
2023
Q2 		$3.81M Buy
88,032
+1,872
+2% +$89K 0.01% 1205
2023
Q1 		$4.15K Sell
86,160
-11,631
-12% -$508K 0.01% 1103
2022
Q4 		$3.82M Buy
97,791
+18,876
+24% +$682K 0.01% 1113
2022
Q3 		$2.55M Buy
78,915
+4,656
+6% +$153K 0.01% 1273
2022
Q2 		$2.67M Sell
74,259
-15,937
-18% -$692K 0.01% 1245
2022
Q1 		$4.29M Buy
90,196
+19,973
+28% +$868K 0.01% 1036
2021
Q4 		$3.01M Sell
70,223
-326
-0.5% -$13.4K 0.01% 1222
2021
Q3 		$2.65M Buy
70,549
+2,089
+3% +$91.1K 0.01% 1258
2021
Q2 		$3.02M Buy
68,460
+1,811
+3% +$80.6K 0.01% 1157
2021
Q1 		$2.55M Buy
66,649
+2,573
+4% +$102K 0.01% 1164
2020
Q4 		$2.67M Buy
64,076
+845
+1% +$37.7K 0.01% 1054
2020
Q3 		$3.1M Buy
63,231
+1,892
+3% +$96.5K 0.01% 863
2020
Q2 		$2.7M Buy
61,339
+4,128
+7% +$162K 0.01% 870
2020
Q1 		$1.57M Sell
57,211
-14,500
-20% -$418K 0.01% 1014
2019
Q4 		$2.13M Sell
71,711
-2,484
-3% -$67.9K 0.01% 997
2019
Q3 		$1.95M Sell
74,195
-5,097
-6% -$137K 0.01% 990
2019
Q2 		$1.92M Sell
79,292
-8,710
-10% -$193K 0.01% 983
2019
Q1 		$2.1M Sell
88,002
-11,840
-12% -$252K 0.01% 904
2018
Q4 		$1.95M Buy
99,842
+10,397
+12% +$177K 0.01% 866
2018
Q3 		$1.56M Sell
89,445
-5,376
-6% -$103K 0.01% 1055
2018
Q2 		$2.09M Sell
94,821
-653
-0.7% -$14K 0.01% 878
2018
Q1 		$1.94M Buy
95,474
+5,398
+6% +$111K 0.01% 882
2017
Q4 		$1.99M Buy
90,076
+2,755
+3% +$57.4K 0.01% 855
2017
Q3 		$1.67M Sell
87,321
-21
-0% -$413 0.01% 907
2017
Q2 		$1.74M Sell
87,342
-1,707
-2% -$34.9K 0.01% 854
2017
Q1 		$1.86M Buy
89,049
+7,001
+9% +$146K 0.01% 774
2016
Q4 		$1.58M Buy
82,048
+12,295
+18% +$256K 0.01% 821
2016
Q3 		$1.89M Sell
69,753
-27,888
-29% -$767K 0.02% 709
2016
Q2 		$2.3M Sell
97,641
-5,421
-5% -$105K 0.02% 594
2016
Q1 		$1.71M Buy
103,062
+13,629
+15% +$197K 0.02% 707
2015
Q4 		$1.11M Sell
89,433
-202
-0.2% -$2.67K 0.01% 878
2015
Q3 		$1.08M Sell
89,635
-2,444
-3% -$31.9K 0.01% 857
2015
Q2 		$1.6M Buy
92,079
+974
+1% +$18.7K 0.02% 722
2015
Q1 		$1.73M Buy
91,105
+310
+0.3% +$6.59K 0.02% 668
2014
Q4 		$1.85M Buy
90,795
+3,889
+4% +$77.3K 0.02% 607
2014
Q3 		$1.73M Buy
86,906
+5,182
+6% +$129K 0.02% 609
2014
Q2 		$2.15M Buy
81,724
+9,111
+13% +$204K 0.03% 527
2014
Q1 		$1.65M Buy
72,613
+441
+0.6% +$10.4K 0.02% 589
2013
Q4 		$1.46M Buy
72,172
+4,817
+7% +$105K 0.02% 608
2013
Q3 		$1.67M Buy
67,355
+4,724
+8% +$112K 0.03% 514
2013
Q2 		$1.23M Buy
+62,631
New +$1.49M 0.02% 587

Other funds holding WPM

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services's WPM Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Wheaton Precious Metals (WPM) stake by 6% in Q2 2026, selling an estimated $710K and leaving 86,317 shares worth $9.7M. The position accounts for 0.01% of the portfolio, ranked #962.

Commonwealth Equity Services first reported a position in WPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $12M in Q1 2026. 268 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Commonwealth Equity Services held 86,317 shares of Wheaton Precious Metals worth $9.7M as of Q2 2026.
  • Commonwealth Equity Services sold 5,461 Wheaton Precious Metals shares in Q2 2026, an estimated $710K.
  • Wheaton Precious Metals made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #962 holding.
  • Commonwealth Equity Services first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 53 quarters since.
  • Commonwealth Equity Services's Wheaton Precious Metals position peaked at $12M in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.