Edgestream Partners’s Wheaton Precious Metals WPM Stock Holding History

Edgestream Partners’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 Q3	$278K	Buy	+2,078	New	+$275K	0.01%	872
2023 Q2	–	Sell	-40,914	Closed	-$1.97M	–	937
2023 Q1	$1.97M	Sell	40,914 -195,492	-83%	-$8.55M	0.22%	148
2022 Q4	$9.24M	Buy	+236,406	New	+$8.55M	1.04%	9
2022 Q2	–	Sell	-86,990	Closed	-$4.14M	–	646
2022 Q1	$4.14M	Buy	86,990 +19,306	+29%	+$839K	0.33%	91
2021 Q4	$2.91M	Buy	+67,684	New	+$2.79M	0.18%	171
2021 Q3	–	Sell	-39,200	Closed	-$1.73M	–	582
2021 Q2	$1.73M	Sell	39,200 -25,641	-40%	-$1.14M	0.1%	237
2021 Q1	$2.48M	Sell	64,841 -33,766	-34%	-$1.34M	0.14%	222
2020 Q4	$4.12M	Buy	+98,607	New	+$4.4M	0.21%	153
2019 Q1	–	Sell	-20,913	Closed	-$408K	–	302
2018 Q4	$408K	Buy	20,913 +7,650	+58%	+$130K	0.07%	188
2018 Q3	$232K	Buy	13,263 +2,907	+28%	+$55.7K	0.04%	238
2018 Q2	$228K	Buy	+10,356	New	+$223K	0.05%	244

Other funds holding WPM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Edgestream Partners's WPM Position: Q3 2026 in Review

Edgestream Partners opened a new position in Wheaton Precious Metals (WPM) in Q3 2026: 2,078 shares worth $278K. The stake represents 0.01% of the portfolio and ranks #872 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in WPM as recently as Q1 2023.

Edgestream Partners first reported a position in WPM in Q2 2018 and has held it in 11 quarters since. The position peaked at $9.24M in Q4 2022. 633 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

Edgestream Partners held 2,078 shares of Wheaton Precious Metals worth $278K as of Q3 2026.
Wheaton Precious Metals was a new Edgestream Partners position in Q3 2026.
Wheaton Precious Metals made up 0.01% of Edgestream Partners's portfolio in Q3 2026, its #872 holding.
Edgestream Partners first reported a position in Wheaton Precious Metals in Q2 2018 and has held it in 11 quarters since.
Edgestream Partners's Wheaton Precious Metals position peaked at $9.24M in Q4 2022.
633 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Edgestream Partners's 13F filing for Q3 2026, filed 10 Nov 2026.