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

Evelyn Partners Investment Management Services’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	$13.4M	Buy	102,110 +5,522	+6%	+$768K	1.58%	18
2025 Q4	$11.4M	Buy	96,588 +4,952	+5%	+$530K	1.42%	22
2025 Q3	$10.3M	Buy	91,636 +1,225	+1%	+$120K	1.38%	23
2025 Q2	$8.14M	Sell	90,411 -26,592	-23%	-$2.24M	1.22%	26
2025 Q1	$9.08M	Buy	117,003 +849	+0.7%	+$56.7K	1.49%	23
2024 Q4	$6.53M	Buy	+116,154	New	+$7.19M	1.14%	31

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Evelyn Partners Investment Management Services increased its Wheaton Precious Metals (WPM) stake by 5.7% in Q1 2026, buying an estimated $768K and bringing the position to 102,110 shares worth $13.4M. The position accounts for 1.58% of the portfolio, ranked #18.

Evelyn Partners Investment Management Services first reported a position in WPM in Q4 2024 and has held it in 6 quarters since. 852 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Evelyn Partners Investment Management Services held 102,110 shares of Wheaton Precious Metals worth $13.4M as of Q1 2026.
Evelyn Partners Investment Management Services bought 5,522 Wheaton Precious Metals shares in Q1 2026, an estimated $768K.
Wheaton Precious Metals made up 1.58% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #18 holding.
Evelyn Partners Investment Management Services first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 6 quarters since.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

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