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Dakota Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Dakota Wealth Management’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 		$1.74M Hold
15,466
– – 0.03% 337
2026
Q1 		$2.03M Sell
15,466
-4,500
-23% -$626K 0.04% 280
2025
Q4 		$2.35M Buy
19,966
+4,665
+30% +$500K 0.04% 266
2025
Q3 		$1.71M Buy
15,301
+475
+3% +$46.4K 0.03% 283
2025
Q2 		$1.33M Sell
14,826
-227
-2% -$19.1K 0.03% 339
2025
Q1 		$1.17M Hold
15,053
– – 0.03% 350
2024
Q4 		$847K Sell
15,053
-416
-3% -$25.8K 0.02% 395
2024
Q3 		$945K Buy
15,469
+127
+0.8% +$7.55K 0.02% 380
2024
Q2 		$804K Buy
15,342
+2
+0% +$107 0.02% 413
2024
Q1 		$723K Sell
15,340
-362
-2% -$16.4K 0.02% 435
2023
Q4 		$775K Buy
15,702
+363
+2% +$16.4K 0.03% 352
2023
Q3 		$622K Sell
15,339
-360
-2% -$15.5K 0.03% 361
2023
Q2 		$678K Sell
15,699
-709
-4% -$33.7K 0.03% 325
2023
Q1 		$790K Sell
16,408
-27,957
-63% -$1.22M 0.05% 272
2022
Q4 		$1.73M Buy
44,365
+535
+1% +$19.3K 0.12% 166
2022
Q3 		$1.42M Buy
43,830
+9,163
+26% +$301K 0.11% 185
2022
Q2 		$1.25M Buy
34,667
+16,650
+92% +$723K 0.12% 166
2022
Q1 		$857K Sell
18,017
-9,790
-35% -$426K 0.07% 211
2021
Q4 		$1.19M Buy
27,807
+2,458
+10% +$101K 0.13% 146
2021
Q3 		$953K Buy
25,349
+13,537
+115% +$590K 0.11% 160
2021
Q2 		$521K Buy
+11,812
New +$525K 0.06% 215

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 $59.9B AUM 27.01% 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

Dakota Wealth Management's WPM Position: Q2 2026 in Review

Dakota Wealth Management held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 15,466 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #337.

Dakota Wealth Management first reported a position in WPM in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.35M in Q4 2025. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Dakota Wealth Management held 15,466 shares of Wheaton Precious Metals worth $1.74M as of Q2 2026.
  • Dakota Wealth Management left its Wheaton Precious Metals share count unchanged in Q2 2026.
  • Wheaton Precious Metals made up 0.03% of Dakota Wealth Management's portfolio in Q2 2026, its #337 holding.
  • Dakota Wealth Management first reported a position in Wheaton Precious Metals in Q2 2021 and has held it in 21 quarters since.
  • Dakota Wealth Management's Wheaton Precious Metals position peaked at $2.35M in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.