CreativeOne Wealth’s Wheaton Precious Metals WPM Stock Holding History

CreativeOne 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	$342K	Sell	3,042 -287	-9%	-$37.3K	0.01%	940
2026 Q1	$436K	Buy	3,329 +1,035	+45%	+$144K	0.01%	858
2025 Q4	$270K	Sell	2,294 -1,823	-44%	-$195K	0.01%	994
2025 Q3	$460K	Buy	4,117 +968	+31%	+$94.6K	0.01%	799
2025 Q2	$283K	Buy	3,149 +354	+13%	+$29.8K	0.01%	941
2025 Q1	$217K	Buy	+2,795	New	+$187K	0.01%	976

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CreativeOne Wealth's WPM Position: Q2 2026 in Review

CreativeOne Wealth reduced its Wheaton Precious Metals (WPM) stake by 8.6% in Q2 2026, selling an estimated $37.3K and leaving 3,042 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #940.

CreativeOne Wealth first reported a position in WPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $460K in Q3 2025. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

CreativeOne Wealth held 3,042 shares of Wheaton Precious Metals worth $342K as of Q2 2026.
CreativeOne Wealth sold 287 Wheaton Precious Metals shares in Q2 2026, an estimated $37.3K.
Wheaton Precious Metals made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #940 holding.
CreativeOne Wealth first reported a position in Wheaton Precious Metals in Q1 2025 and has held it in 6 quarters since.
CreativeOne Wealth's Wheaton Precious Metals position peaked at $460K in Q3 2025.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.