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
Q2 		$5.73M Sell
51,009
-6,159
-11% -$801K 0.01% 849
2026
Q1 		$7.45M Buy
57,168
+528
+0.9% +$73.4K 0.01% 722
2025
Q4 		$6.66M Buy
56,640
+40,555
+252% +$4.34M 0.01% 676
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 $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Corient Private Wealth's WPM Position: Q2 2026 in Review

Corient Private Wealth reduced its Wheaton Precious Metals (WPM) stake by 11% in Q2 2026, selling an estimated $801K and leaving 51,009 shares worth $5.73M. The position accounts for 0.01% of the portfolio, ranked #849.

Corient Private Wealth first reported a position in WPM in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.45M in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Corient Private Wealth held 51,009 shares of Wheaton Precious Metals worth $5.73M as of Q2 2026.
  • Corient Private Wealth sold 6,159 Wheaton Precious Metals shares in Q2 2026, an estimated $801K.
  • Wheaton Precious Metals made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #849 holding.
  • Corient Private Wealth first reported a position in Wheaton Precious Metals in Q1 2023 and has held it in 14 quarters since.
  • Corient Private Wealth's Wheaton Precious Metals position peaked at $7.45M in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.