Continuum Advisory’s Wheaton Precious Metals WPM Stock Holding History

Continuum Advisory’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	$221K	Sell	1,690 -37	-2%	-$5.15K	0.02%	422
2025 Q4	$203K	Buy	+1,727	New	+$185K	0.02%	442
2025 Q2	–	Sell	-1,823	Closed	-$142K	–	1583
2025 Q1	$142K	Buy	1,823 +151	+9%	+$10.1K	0.02%	456
2024 Q4	$94K	Hold	1,672	–	–	0.01%	530
2024 Q3	$99.2K	Buy	1,672 +1,428	+585%	+$84.9K	0.01%	522
2024 Q2	$12.8K	Buy	244 +152	+165%	+$8.13K	﹤0.01%	884
2024 Q1	$5.13K	Buy	+92	New	+$4.16K	﹤0.01%	1060

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

Continuum Advisory's WPM Position: Q1 2026 in Review

Continuum Advisory reduced its Wheaton Precious Metals (WPM) stake by 2.1% in Q1 2026, selling an estimated $5.15K and leaving 1,690 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #422.

Continuum Advisory first reported a position in WPM in Q1 2024 and has held it in 7 quarters since. 852 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Continuum Advisory held 1,690 shares of Wheaton Precious Metals worth $221K as of Q1 2026.
Continuum Advisory sold 37 Wheaton Precious Metals shares in Q1 2026, an estimated $5.15K.
Wheaton Precious Metals made up 0.02% of Continuum Advisory's portfolio in Q1 2026, its #422 holding.
Continuum Advisory first reported a position in Wheaton Precious Metals in Q1 2024 and has held it in 7 quarters since.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.