Corient Private Wealth
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Corient Private Wealth’s Wheaton Precious Metals WPM Stock Holding History

Corient Private Wealth’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 		$7.45M Sell
57,168
-56,112
-50% -$7.8M 0.01% 722
2025
Q4 		$13.3M Buy
113,280
+97,195
+604% +$10.4M 0.01% 684
2025
Q3 		$1.8M Buy
16,085
+571
+4% +$55.8K ﹤0.01% 1119
2025
Q2 		$1.39M Buy
15,514
+2,410
+18% +$203K ﹤0.01% 1204
2025
Q1 		$1.02M Buy
13,104
+4,009
+44% +$268K ﹤0.01% 1271
2024
Q4 		$512K Sell
9,095
-2,848
-24% -$176K ﹤0.01% 1605
2024
Q3 		$729K Buy
11,943
+3,211
+37% +$191K ﹤0.01% 1555
2024
Q2 		$458K Sell
8,732
-410
-4% -$21.9K ﹤0.01% 1698
2024
Q1 		$431K Buy
9,142
+854
+10% +$38.6K ﹤0.01% 1710
2023
Q4 		$409K Sell
8,288
-1,765
-18% -$79.9K ﹤0.01% 1714
2023
Q3 		$408K Buy
10,053
+2,305
+30% +$99.4K ﹤0.01% 1600
2023
Q2 		$335K Buy
7,748
+315
+4% +$15K ﹤0.01% 1642
2023
Q1 		$358K Buy
+7,433
New +$325K ﹤0.01% 1522

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Corient Private Wealth's WPM Position: Q1 2026 in Review

Corient Private Wealth reduced its Wheaton Precious Metals (WPM) stake by 50% in Q1 2026, selling an estimated $7.8M and leaving 57,168 shares worth $7.45M. The position accounts for 0.01% of the portfolio, ranked #722.

Corient Private Wealth first reported a position in WPM in Q1 2023 and has held it in 13 quarters since. The position peaked at $13.3M in Q4 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Corient Private Wealth held 57,168 shares of Wheaton Precious Metals worth $7.45M as of Q1 2026.
  • Corient Private Wealth sold 56,112 Wheaton Precious Metals shares in Q1 2026, an estimated $7.8M.
  • Wheaton Precious Metals made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #722 holding.
  • Corient Private Wealth first reported a position in Wheaton Precious Metals in Q1 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's Wheaton Precious Metals position peaked at $13.3M in Q4 2025.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.