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D.A. Davidson & Co’s Wheaton Precious Metals WPM Stock Holding History

D.A. Davidson & Co’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 		$3.12M Buy
23,787
+15,818
+198% +$2.2M 0.02% 545
2025
Q4 		$937K Sell
7,969
-1,742
-18% -$187K 0.01% 915
2025
Q3 		$1.09M Buy
9,711
+1,820
+23% +$178K 0.01% 839
2025
Q2 		$709K Sell
7,891
-6,248
-44% -$526K 0.01% 925
2025
Q1 		$1.1M Sell
14,139
-2,886
-17% -$193K 0.01% 744
2024
Q4 		$958K Sell
17,025
-13,170
-44% -$816K 0.01% 788
2024
Q3 		$1.84M Sell
30,195
-1,567
-5% -$93.2K 0.02% 576
2024
Q2 		$1.67M Sell
31,762
-7,356
-19% -$393K 0.01% 578
2024
Q1 		$1.84M Buy
39,118
+4,712
+14% +$213K 0.02% 550
2023
Q4 		$1.7M Buy
34,406
+3,002
+10% +$136K 0.02% 547
2023
Q3 		$1.27M Buy
31,404
+25,771
+458% +$1.11M 0.01% 602
2023
Q2 		$243K Sell
5,633
-28,439
-83% -$1.35M ﹤0.01% 1176
2023
Q1 		$1.64M Buy
34,072
+248
+0.7% +$10.8K 0.02% 511
2022
Q4 		$1.32M Buy
33,824
+26,860
+386% +$971K 0.02% 546
2022
Q3 		$225K Sell
6,964
-1,972
-22% -$64.8K ﹤0.01% 1123
2022
Q2 		$322K Buy
8,936
+195
+2% +$8.46K ﹤0.01% 984
2022
Q1 		$416K Buy
8,741
+1,103
+14% +$48K ﹤0.01% 948
2021
Q4 		$328K Buy
7,638
+1,920
+34% +$79.1K ﹤0.01% 1025
2021
Q3 		$215K Buy
5,718
+6
+0.1% +$262 ﹤0.01% 1133
2021
Q2 		$252K Buy
+5,712
New +$254K ﹤0.01% 1058
2021
Q1 		– Sell
-4,981
Closed -$208K – 1181
2020
Q4 		$208K Buy
4,981
+306
+7% +$13.7K ﹤0.01% 957
2020
Q3 		$229K Buy
4,675
+3
+0.1% +$153 ﹤0.01% 835
2020
Q2 		$206K Buy
+4,672
New +$184K ﹤0.01% 863
2017
Q3 		– Sell
-6,450
Closed -$128K – 1990
2017
Q2 		$128K Sell
6,450
-38
-0.6% -$777 ﹤0.01% 1160
2017
Q1 		$135K Hold
6,488
– – ﹤0.01% 1113
2016
Q4 		$125K Sell
6,488
-1,494
-19% -$31.1K ﹤0.01% 1202
2016
Q3 		$215K Buy
7,982
+4,582
+135% +$126K 0.01% 913
2016
Q2 		$80K Hold
3,400
– – ﹤0.01% 1213
2016
Q1 		$56K Sell
3,400
-150
-4% -$2.17K ﹤0.01% 1347
2015
Q4 		$44K Hold
3,550
– – ﹤0.01% 1452
2015
Q3 		$42K Sell
3,550
-100
-3% -$1.3K ﹤0.01% 1443
2015
Q2 		$63K Sell
3,650
-4,550
-55% -$87.4K ﹤0.01% 1334
2015
Q1 		$155K Sell
8,200
-19,695
-71% -$419K 0.01% 966
2014
Q4 		$567K Sell
27,895
-32,800
-54% -$652K 0.02% 546
2014
Q3 		$1.21M Sell
60,695
-320
-0.5% -$7.97K 0.04% 378
2014
Q2 		$1.6M Buy
61,015
+30,960
+103% +$693K 0.05% 316
2014
Q1 		$682K Buy
30,055
+6,650
+28% +$157K 0.02% 514
2013
Q4 		$472K Sell
23,405
-14,650
-38% -$318K 0.02% 595
2013
Q3 		$942K Buy
38,055
+3,200
+9% +$76.1K 0.04% 371
2013
Q2 		$685K Buy
+34,855
New +$830K 0.03% 406

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

D.A. Davidson & Co's WPM Position: Q1 2026 in Review

D.A. Davidson & Co increased its Wheaton Precious Metals (WPM) stake by 198% in Q1 2026, buying an estimated $2.2M and bringing the position to 23,787 shares worth $3.12M. The position accounts for 0.02% of the portfolio, ranked #545.

D.A. Davidson & Co first reported a position in WPM in Q2 2013 and has held it in 40 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • D.A. Davidson & Co held 23,787 shares of Wheaton Precious Metals worth $3.12M as of Q1 2026.
  • D.A. Davidson & Co bought 15,818 Wheaton Precious Metals shares in Q1 2026, an estimated $2.2M.
  • Wheaton Precious Metals made up 0.02% of D.A. Davidson & Co's portfolio in Q1 2026, its #545 holding.
  • D.A. Davidson & Co first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 40 quarters since.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.