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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
2020
Q4 		– Sell
-14,806
Closed -$727K – 521
2020
Q3 		$727K Buy
+14,806
New +$755K 0.19% 96

Other funds holding WPM

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Cypress Wealth Services's WPM Position: Q2 2026 in Review

Cypress Wealth Services reduced its Wheaton Precious Metals (WPM) stake by 4.5% in Q2 2026, selling an estimated $29.9K and leaving 4,857 shares worth $546K. The position accounts for 0.07% of the portfolio, ranked #220.

Cypress Wealth Services first reported a position in WPM in Q4 2017 and has held it in 34 quarters since. The position peaked at $860K in Q3 2025. 260 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Cypress Wealth Services held 4,857 shares of Wheaton Precious Metals worth $546K as of Q2 2026.
  • Cypress Wealth Services sold 230 Wheaton Precious Metals shares in Q2 2026, an estimated $29.9K.
  • Wheaton Precious Metals made up 0.07% of Cypress Wealth Services's portfolio in Q2 2026, its #220 holding.
  • Cypress Wealth Services first reported a position in Wheaton Precious Metals in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Wheaton Precious Metals position peaked at $860K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.