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 $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

Creative Planning's WPM Position: Q2 2026 in Review

Creative Planning increased its Wheaton Precious Metals (WPM) stake by 7.7% in Q2 2026, buying an estimated $880K and bringing the position to 94,966 shares worth $10.7M. The position accounts for 0.01% of the portfolio, ranked #851.

Creative Planning first reported a position in WPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.6M in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Creative Planning held 94,966 shares of Wheaton Precious Metals worth $10.7M as of Q2 2026.
  • Creative Planning bought 6,766 Wheaton Precious Metals shares in Q2 2026, an estimated $880K.
  • Wheaton Precious Metals made up 0.01% of Creative Planning's portfolio in Q2 2026, its #851 holding.
  • Creative Planning first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's Wheaton Precious Metals position peaked at $11.6M in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.