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Concurrent Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History

Concurrent Investment 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 		$494K Buy
4,402
+404
+10% +$52.6K ﹤0.01% 1405
2026
Q1 		$524K Sell
3,998
-205
-5% -$28.5K 0.01% 1195
2025
Q4 		$494K Buy
4,203
+78
+2% +$8.35K 0.01% 1147
2025
Q3 		$461K Buy
4,125
+2
+0% +$195 0.01% 948
2025
Q2 		$370K Buy
4,123
+528
+15% +$44.4K 0.01% 969
2025
Q1 		$279K Sell
3,595
-897
-20% -$59.9K 0.01% 967
2024
Q4 		$253K Buy
4,492
+336
+8% +$20.8K 0.01% 892
2024
Q3 		$254K Sell
4,156
-732
-15% -$43.5K 0.01% 840
2024
Q2 		$256K Sell
4,888
-32
-0.7% -$1.71K 0.01% 789
2024
Q1 		$232K Sell
4,920
-550
-10% -$24.8K 0.01% 752
2023
Q4 		$270K Buy
+5,470
New +$247K 0.01% 682

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
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Concurrent Investment Advisors's WPM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Wheaton Precious Metals (WPM) stake by 10% in Q2 2026, buying an estimated $52.6K and bringing the position to 4,402 shares worth $494K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Concurrent Investment Advisors first reported a position in WPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $524K in Q1 2026. 316 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Concurrent Investment Advisors held 4,402 shares of Wheaton Precious Metals worth $494K as of Q2 2026.
  • Concurrent Investment Advisors bought 404 Wheaton Precious Metals shares in Q2 2026, an estimated $52.6K.
  • Wheaton Precious Metals made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1405 holding.
  • Concurrent Investment Advisors first reported a position in Wheaton Precious Metals in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Wheaton Precious Metals position peaked at $524K in Q1 2026.
  • 316 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.