Essential Investment Partners’s Wheaton Precious Metals WPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-180
Closed -$21.2K 309
2025
Q4
$21.2K Buy
+180
New +$19.3K 0.02% 167

Other funds holding WPM

Essential Investment Partners's WPM Position: Q1 2026 in Review

Essential Investment Partners sold out of Wheaton Precious Metals (WPM) in Q1 2026, closing a stake of 180 shares — an estimated $21.2K sold.

Essential Investment Partners first reported a position in WPM in Q4 2025 and held it in 1 quarter. The position peaked at $21.2K in Q4 2025. 853 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Essential Investment Partners reported no remaining Wheaton Precious Metals position as of Q1 2026 after selling out during the quarter.
  • Essential Investment Partners sold 180 Wheaton Precious Metals shares in Q1 2026, an estimated $21.2K.
  • Essential Investment Partners first reported a position in Wheaton Precious Metals in Q4 2025 and held it in 1 quarter.
  • Essential Investment Partners's Wheaton Precious Metals position peaked at $21.2K in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Essential Investment Partners's 13F filing for Q1 2026, filed 15 Jul 2026.