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EP Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

EP Wealth Advisors’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 		$1.09M Buy
9,685
+627
+7% +$81.6K ﹤0.01% 722
2026
Q1 		$1.19M Buy
9,058
+148
+2% +$20.6K 0.01% 595
2025
Q4 		$1.05M Buy
+8,910
New +$954K 0.01% 610
2025
Q2 		$900K Sell
10,022
-1,193
-11% -$100K 0.01% 584
2025
Q1 		$871K Buy
11,215
+531
+5% +$35.4K 0.01% 537
2024
Q4 		$601K Buy
10,684
+5,299
+98% +$328K ﹤0.01% 639
2024
Q3 		$329K Hold
5,385
– – ﹤0.01% 823
2024
Q2 		$282K Sell
5,385
-9
-0.2% -$481 ﹤0.01% 672
2024
Q1 		$254K Hold
5,394
– – ﹤0.01% 671
2023
Q4 		$266K Buy
5,394
+9
+0.2% +$407 ﹤0.01% 653
2023
Q3 		$218K Sell
5,385
-1,354,009
-100% -$58.4M ﹤0.01% 644
2023
Q2 		$233K Buy
1,359,394
+1,350,103
+14,531% +$64.2M ﹤0.01% 619
2023
Q1 		$720K Buy
9,291
+1,951
+27% +$85.3K 0.01% 348
2022
Q4 		$287K Buy
+7,340
New +$265K 0.01% 475
2022
Q3 		– Sell
-7,332
Closed -$264K – 653
2022
Q2 		$264K Buy
7,332
+5
+0.1% +$217 0.01% 513
2022
Q1 		$349K Hold
7,327
– – 0.01% 461
2021
Q4 		$315K Hold
7,327
– – 0.01% 455
2021
Q3 		$275K Sell
7,327
-63
-0.9% -$2.75K 0.01% 449
2021
Q2 		$326K Buy
7,390
+63
+0.9% +$2.8K 0.01% 427
2021
Q1 		$280K Hold
7,327
– – 0.01% 414
2020
Q4 		$306K Hold
7,327
– – 0.01% 342
2020
Q3 		$360K Hold
7,327
– – 0.02% 268
2020
Q2 		$323K Buy
+7,327
New +$288K 0.01% 298

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 $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
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

EP Wealth Advisors's WPM Position: Q2 2026 in Review

EP Wealth Advisors increased its Wheaton Precious Metals (WPM) stake by 6.9% in Q2 2026, buying an estimated $81.6K and bringing the position to 9,685 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #722.

EP Wealth Advisors first reported a position in WPM in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.19M in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • EP Wealth Advisors held 9,685 shares of Wheaton Precious Metals worth $1.09M as of Q2 2026.
  • EP Wealth Advisors bought 627 Wheaton Precious Metals shares in Q2 2026, an estimated $81.6K.
  • Wheaton Precious Metals made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #722 holding.
  • EP Wealth Advisors first reported a position in Wheaton Precious Metals in Q2 2020 and has held it in 23 quarters since.
  • EP Wealth Advisors's Wheaton Precious Metals position peaked at $1.19M in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.