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

Evelyn Partners Investment 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	$8.61M	Sell	65,672 -2,434	-4%	-$339K	0.23%	62
2025 Q4	$8.01M	Buy	68,106 +3,812	+6%	+$408K	0.22%	64
2025 Q3	$7.19M	Buy	64,294 +9,520	+17%	+$930K	0.2%	68
2025 Q2	$4.93M	Buy	54,774 +6,936	+14%	+$584K	0.15%	73
2025 Q1	$3.71M	Buy	47,838 +15,280	+47%	+$1.02M	0.12%	82
2024 Q4	$1.83M	Buy	+32,558	New	+$2.02M	0.06%	104

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's WPM Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Wheaton Precious Metals (WPM) stake by 3.6% in Q1 2026, selling an estimated $339K and leaving 65,672 shares worth $8.61M. The position accounts for 0.23% of the portfolio, ranked #62.

Evelyn Partners Investment Management 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 held 65,672 shares of Wheaton Precious Metals worth $8.61M as of Q1 2026.
Evelyn Partners Investment Management sold 2,434 Wheaton Precious Metals shares in Q1 2026, an estimated $339K.
Wheaton Precious Metals made up 0.23% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #62 holding.
Evelyn Partners Investment Management 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's 13F filing for Q1 2026, filed 15 May 2026.