Evelyn Partners Asset Management’s Wheaton Precious Metals WPM Stock Holding History

Evelyn Partners Asset 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 Q1	$551K	Hold	4,200	–	–	0.14%	75
2025 Q4	$494K	Hold	4,200	–	–	0.12%	77
2025 Q3	$470K	Hold	4,200	–	–	0.11%	78
2025 Q2	$378K	Hold	4,200	–	–	0.1%	77
2025 Q1	$326K	Hold	4,200	–	–	0.09%	78
2024 Q4	$236K	Buy	+4,200	New	+$260K	0.06%	91

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Evelyn Partners Asset Management's WPM Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Wheaton Precious Metals (WPM) position steady in Q1 2026 at 4,200 shares worth $551K. The position accounts for 0.14% of the portfolio, ranked #75.

Evelyn Partners Asset Management first reported a position in WPM in Q4 2024 and has held it in 6 quarters since. 858 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Evelyn Partners Asset Management held 4,200 shares of Wheaton Precious Metals worth $551K as of Q1 2026.
Evelyn Partners Asset Management left its Wheaton Precious Metals share count unchanged in Q1 2026.
Wheaton Precious Metals made up 0.14% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #75 holding.
Evelyn Partners Asset Management first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 6 quarters since.
858 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.