Creative Planning
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Creative Planning’s Wheaton Precious Metals WPM Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-2,000
Closed -$1K – 3724
2017
Q2 		$1K Hold
2,000
– – ﹤0.01% 4510
2017
Q1 		$3K Buy
2,000
+1,000
+100% +$20.8K ﹤0.01% 4193
2016
Q4 		$2K Buy
+1,000
New +$20.8K ﹤0.01% 4316

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

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.