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Costello Asset Management’s Wheaton Precious Metals WPM Stock Holding History

Costello Asset Management’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 		$11.2K Hold
100
– – ﹤0.01% 481
2026
Q1 		$13.1K Hold
100
– – ﹤0.01% 444
2025
Q4 		$11.8K Buy
+100
New +$10.7K ﹤0.01% 443

Other funds holding WPM

Capital World Investors
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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

Costello Asset Management's WPM Position: Q2 2026 in Review

Costello Asset Management held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 100 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Costello Asset Management first reported a position in WPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.1K in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Costello Asset Management held 100 shares of Wheaton Precious Metals worth $11.2K as of Q2 2026.
  • Costello Asset Management left its Wheaton Precious Metals share count unchanged in Q2 2026.
  • Wheaton Precious Metals made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #481 holding.
  • Costello Asset Management first reported a position in Wheaton Precious Metals in Q4 2025 and has held it in 3 quarters since.
  • Costello Asset Management's Wheaton Precious Metals position peaked at $13.1K in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.