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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

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

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. 853 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.
  • 853 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.