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

Empirical 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 		$1.05M Buy
9,373
+65
+0.7% +$8.46K 0.02% 394
2026
Q1 		$1.22M Sell
9,308
-566
-6% -$78.7K 0.02% 317
2025
Q4 		$1.16M Buy
9,874
+4,468
+83% +$478K 0.02% 316
2025
Q3 		$605K Buy
5,406
+2,353
+77% +$230K 0.01% 426
2025
Q2 		$274K Sell
3,053
-581
-16% -$48.9K 0.01% 560
2025
Q1 		$282K Buy
+3,634
New +$242K 0.01% 531

Other funds holding WPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

Empirical Wealth Management increased its Wheaton Precious Metals (WPM) stake by 0.7% in Q2 2026, buying an estimated $8.46K and bringing the position to 9,373 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #394.

Empirical Wealth Management first reported a position in WPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.22M in Q1 2026. 361 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Empirical Wealth Management held 9,373 shares of Wheaton Precious Metals worth $1.05M as of Q2 2026.
  • Empirical Wealth Management bought 65 Wheaton Precious Metals shares in Q2 2026, an estimated $8.46K.
  • Wheaton Precious Metals made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #394 holding.
  • Empirical Wealth Management first reported a position in Wheaton Precious Metals in Q1 2025 and has held it in 6 quarters since.
  • Empirical Wealth Management's Wheaton Precious Metals position peaked at $1.22M in Q1 2026.
  • 361 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.