Creative Planning’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.6M | Buy |
88,200
+14,596
| +20% | +$2.03M | 0.01% | 633 |
|
|
2025
Q4 | $8.65M | Buy |
73,604
+8,034
| +12% | +$860K | 0.01% | 679 |
|
|
2025
Q3 | $7.33M | Buy |
65,570
+6,843
| +12% | +$669K | 0.01% | 698 |
|
|
2025
Q2 | $5.27M | Buy |
58,727
+7,062
| +14% | +$595K | ﹤0.01% | 735 |
|
|
2025
Q1 | $4.01M | Buy |
51,665
+5,290
| +11% | +$353K | ﹤0.01% | 800 |
|
|
2024
Q4 | $2.61M | Buy |
46,375
+2,375
| +5% | +$147K | ﹤0.01% | 976 |
|
|
2024
Q3 | $2.69M | Buy |
44,000
+2,318
| +6% | +$138K | ﹤0.01% | 915 |
|
|
2024
Q2 | $2.18M | Buy |
41,682
+3,084
| +8% | +$165K | ﹤0.01% | 946 |
|
|
2024
Q1 | $1.82M | Sell |
38,598
-3,360
| -8% | -$152K | ﹤0.01% | 1006 |
|
|
2023
Q4 | $2.07M | Buy |
41,958
+8,308
| +25% | +$376K | ﹤0.01% | 906 |
|
|
2023
Q3 | $1.36M | Buy |
33,650
+1,142
| +4% | +$49.3K | ﹤0.01% | 1019 |
|
|
2023
Q2 | $1.41M | Buy |
32,508
+4,492
| +16% | +$213K | ﹤0.01% | 972 |
|
|
2023
Q1 | $1.35M | Buy |
28,016
+2,507
| +10% | +$110K | ﹤0.01% | 936 |
|
|
2022
Q4 | $997K | Sell |
25,509
-10,712
| -30% | -$387K | ﹤0.01% | 1036 |
|
|
2022
Q3 | $1.17M | Sell |
36,221
-4,352
| -11% | -$143K | ﹤0.01% | 904 |
|
|
2022
Q2 | $1.46M | Buy |
40,573
+5,648
| +16% | +$245K | ﹤0.01% | 814 |
|
|
2022
Q1 | $1.66M | Sell |
34,925
-4,134
| -11% | -$180K | ﹤0.01% | 776 |
|
|
2021
Q4 | $1.68M | Buy |
39,059
+567
| +1% | +$23.3K | ﹤0.01% | 744 |
|
|
2021
Q3 | $1.45M | Buy |
38,492
+7,285
| +23% | +$318K | ﹤0.01% | 785 |
|
|
2021
Q2 | $1.38M | Sell |
31,207
-10,494
| -25% | -$467K | ﹤0.01% | 807 |
|
|
2021
Q1 | $1.59M | Buy |
41,701
+7,038
| +20% | +$279K | ﹤0.01% | 822 |
|
|
2020
Q4 | $1.45M | Sell |
34,663
-1,846
| -5% | -$82.4K | ﹤0.01% | 794 |
|
|
2020
Q3 | $1.79M | Sell |
36,509
-396
| -1% | -$20.2K | ﹤0.01% | 602 |
|
|
2020
Q2 | $1.63M | Sell |
36,905
-4,007
| -10% | -$158K | ﹤0.01% | 567 |
|
|
2020
Q1 | $1.13M | Buy |
40,912
+10,278
| +34% | +$297K | ﹤0.01% | 600 |
|
|
2019
Q4 | $911K | Sell |
30,634
-3,487
| -10% | -$95.3K | ﹤0.01% | 825 |
|
|
2019
Q3 | $895K | Buy |
34,121
+3,742
| +12% | +$101K | ﹤0.01% | 808 |
|
|
2019
Q2 | $735K | Sell |
30,379
-2,007
| -6% | -$44.5K | ﹤0.01% | 887 |
|
|
2019
Q1 | $771K | Sell |
32,386
-3,410
| -10% | -$72.5K | ﹤0.01% | 836 |
|
|
2018
Q4 | $699K | Buy |
35,796
+192
| +0.5% | +$3.27K | ﹤0.01% | 811 |
|
|
2018
Q3 | $623K | Sell |
35,604
-1,114
| -3% | -$21.4K | ﹤0.01% | 965 |
|
|
2018
Q2 | $810K | Buy |
36,718
+1,374
| +4% | +$29.6K | ﹤0.01% | 861 |
|
|
2018
Q1 | $720K | Sell |
35,344
-1,589
| -4% | -$32.6K | ﹤0.01% | 898 |
|
|
2017
Q4 | $817K | Buy |
36,933
+1,208
| +3% | +$25.2K | ﹤0.01% | 835 |
|
|
2017
Q3 | $682K | Sell |
35,725
-4,240
| -11% | -$83.5K | ﹤0.01% | 894 |
|
|
2017
Q2 | $795K | Buy |
39,965
+3,973
| +11% | +$81.2K | ﹤0.01% | 795 |
|
|
2017
Q1 | $750K | Sell |
35,992
-139
| -0.4% | -$2.89K | ﹤0.01% | 778 |
|
|
2016
Q4 | $698K | Buy |
36,131
+2,103
| +6% | +$43.8K | ﹤0.01% | 774 |
|
|
2016
Q3 | $920K | Sell |
34,028
-9,838
| -22% | -$271K | 0.01% | 631 |
|
|
2016
Q2 | $1.03M | Buy |
43,866
+10,782
| +33% | +$208K | 0.01% | 512 |
|
|
2016
Q1 | $549K | Sell |
33,084
-2,551
| -7% | -$36.9K | ﹤0.01% | 713 |
|
|
2015
Q4 | $443K | Buy |
35,635
+3,063
| +9% | +$40.4K | ﹤0.01% | 820 |
|
|
2015
Q3 | $391K | Buy |
32,572
+3,396
| +12% | +$44.3K | ﹤0.01% | 844 |
|
|
2015
Q2 | $506K | Sell |
29,176
-3,372
| -10% | -$64.8K | ﹤0.01% | 659 |
|
|
2015
Q1 | $619K | Sell |
32,548
-7,777
| -19% | -$165K | 0.01% | 648 |
|
|
2014
Q4 | $820K | Buy |
40,325
+9,278
| +30% | +$184K | 0.01% | 517 |
|
|
2014
Q3 | $619K | Buy |
31,047
+3,836
| +14% | +$95.5K | 0.01% | 570 |
|
|
2014
Q2 | $715K | Sell |
27,211
-5,641
| -17% | -$126K | 0.01% | 508 |
|
|
2014
Q1 | $746K | Buy |
32,852
+11,317
| +53% | +$267K | 0.01% | 470 |
|
|
2013
Q4 | $435K | Sell |
21,535
-7,512
| -26% | -$163K | 0.01% | 562 |
|
|
2013
Q3 | $720K | Buy |
29,047
+4,026
| +16% | +$95.7K | 0.01% | 341 |
|
|
2013
Q2 | $492K | Buy |
+25,021
| New | +$596K | 0.01% | 408 |
|
Other funds holding WPM
VCM
Creative Planning's WPM Position: Q1 2026 in Review
Creative Planning increased its Wheaton Precious Metals (WPM) stake by 20% in Q1 2026, buying an estimated $2.03M and bringing the position to 88,200 shares worth $11.6M. The position accounts for 0.01% of the portfolio, ranked #633.
Creative Planning first reported a position in WPM in Q2 2013 and has held it in 52 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.
- Creative Planning held 88,200 shares of Wheaton Precious Metals worth $11.6M as of Q1 2026.
- Creative Planning bought 14,596 Wheaton Precious Metals shares in Q1 2026, an estimated $2.03M.
- Wheaton Precious Metals made up 0.01% of Creative Planning's portfolio in Q1 2026, its #633 holding.
- Creative Planning first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 52 quarters since.
- 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.