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 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 $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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 Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CreativeOne Wealth's WPM Position: Q1 2026 in Review

CreativeOne Wealth increased its Wheaton Precious Metals (WPM) stake by 45% in Q1 2026, buying an estimated $144K and bringing the position to 3,329 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #858.

CreativeOne Wealth first reported a position in WPM in Q1 2025 and has held it in 5 quarters since. The position peaked at $460K in Q3 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

CreativeOne Wealth held 3,329 shares of Wheaton Precious Metals worth $436K as of Q1 2026.
CreativeOne Wealth bought 1,035 Wheaton Precious Metals shares in Q1 2026, an estimated $144K.
Wheaton Precious Metals made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #858 holding.
CreativeOne Wealth first reported a position in Wheaton Precious Metals in Q1 2025 and has held it in 5 quarters since.
CreativeOne Wealth's Wheaton Precious Metals position peaked at $460K in Q3 2025.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.