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Cypress Wealth Services’s Wheaton Precious Metals WPM Stock Holding History

Cypress Wealth Services’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 		$546K Sell
4,857
-230
-5% -$29.9K 0.07% 220
2026
Q1 		$666K Sell
5,087
-1,252
-20% -$174K 0.09% 173
2025
Q4 		$745K Sell
6,339
-1,354
-18% -$145K 0.1% 153
2025
Q3 		$860K Sell
7,693
-1,599
-17% -$156K 0.14% 119
2025
Q2 		$834K Sell
9,292
-230
-2% -$19.4K 0.15% 118
2025
Q1 		$739K Sell
9,522
-503
-5% -$33.6K 0.15% 112
2024
Q4 		$564K Sell
10,025
-333
-3% -$20.6K 0.11% 137
2024
Q3 		$633K Sell
10,358
-330
-3% -$19.6K 0.13% 124
2024
Q2 		$560K Sell
10,688
-362
-3% -$19.4K 0.12% 126
2024
Q1 		$521K Sell
11,050
-131
-1% -$5.92K 0.12% 139
2023
Q4 		$552K Sell
11,181
-314
-3% -$14.2K 0.14% 134
2023
Q3 		$466K Sell
11,495
-196
-2% -$8.45K 0.13% 143
2023
Q2 		$519K Sell
11,691
-587
-5% -$27.9K 0.14% 135
2023
Q1 		$591K Sell
12,278
-280
-2% -$12.2K 0.17% 103
2022
Q4 		$491K Sell
12,558
-598
-5% -$21.6K 0.16% 119
2022
Q3 		$425K Sell
13,156
-315
-2% -$10.3K 0.14% 126
2022
Q2 		$485K Sell
13,471
-107
-0.8% -$4.64K 0.15% 115
2022
Q1 		$646K Hold
13,578
– – 0.18% 97
2021
Q4 		$583K Sell
13,578
-533
-4% -$21.9K 0.16% 100
2021
Q3 		$530K Hold
14,111
– – 0.16% 102
2021
Q2 		$622K Sell
14,111
-218
-2% -$9.7K 0.17% 106
2021
Q1 		$548K Sell
14,329
-331
-2% -$13.1K 0.11% 142
2020
Q4 		$612K Buy
+14,660
New +$655K 0.14% 116
2020
Q3 		– Sell
-14,954
Closed -$762K – 523
2020
Q2 		$659K Sell
14,954
-1,029
-6% -$40.5K 0.16% 121
2020
Q1 		$440K Sell
15,983
-735
-4% -$21.2K 0.13% 135
2019
Q4 		$497K Sell
16,718
-306
-2% -$8.36K 0.13% 135
2019
Q3 		$447K Sell
17,024
-65
-0.4% -$1.75K 0.12% 139
2019
Q2 		$413K Sell
17,089
-727
-4% -$16.1K 0.12% 151
2019
Q1 		$424K Sell
17,816
-1,032
-5% -$22K 0.13% 137
2018
Q4 		$368K Buy
18,848
+500
+3% +$8.53K 0.15% 132
2018
Q3 		$321K Hold
18,348
– – 0.11% 158
2018
Q2 		$405K Hold
18,348
– – 0.15% 133
2018
Q1 		$374K Hold
18,348
– – 0.16% 123
2017
Q4 		$406K Buy
+18,348
New +$382K 0.17% 122

Other funds holding WPM

DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
TFIAP
Towarzystwo Funduszy Inwestycyjnych Allianz Polska Warszawa, Poland $46.6M AUM 51.22% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return