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D.L. Carlson Investment Group’s Wheaton Precious Metals WPM Stock Holding History

D.L. Carlson Investment Group’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 		– Sell
-8,692
Closed -$1.02M – 149
2025
Q4 		$1.02M Buy
+8,692
New +$931K 0.17% 87

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VanEck Associates
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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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

D.L. Carlson Investment Group's WPM Position: Q1 2026 in Review

D.L. Carlson Investment Group sold out of Wheaton Precious Metals (WPM) in Q1 2026, closing a stake of 8,692 shares — an estimated $1.02M sold.

D.L. Carlson Investment Group first reported a position in WPM in Q4 2025 and held it in 1 quarter. The position peaked at $1.02M in Q4 2025. 858 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • D.L. Carlson Investment Group reported no remaining Wheaton Precious Metals position as of Q1 2026 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 8,692 Wheaton Precious Metals shares in Q1 2026, an estimated $1.02M.
  • D.L. Carlson Investment Group first reported a position in Wheaton Precious Metals in Q4 2025 and held it in 1 quarter.
  • D.L. Carlson Investment Group's Wheaton Precious Metals position peaked at $1.02M in Q4 2025.
  • 858 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.