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

EverSource 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
Q1 		$611K Buy
4,660
+875
+23% +$122K 0.02% 519
2025
Q4 		$445K Buy
3,785
+244
+7% +$26.1K 0.02% 579
2025
Q3 		$396K Buy
3,541
+498
+16% +$48.7K 0.02% 595
2025
Q2 		$273K Buy
3,043
+2,355
+342% +$198K 0.01% 716
2025
Q1 		$53.4K Buy
688
+364
+112% +$24.3K ﹤0.01% 1205
2024
Q4 		$18.2K Buy
324
+50
+18% +$3.1K ﹤0.01% 1680
2024
Q3 		$16.8K Buy
274
+13
+5% +$773 ﹤0.01% 1584
2024
Q2 		$15.6K Buy
261
+15
+6% +$802 ﹤0.01% 1624
2024
Q1 		$12.8K Sell
246
-31
-11% -$1.4K ﹤0.01% 1574
2023
Q4 		$13.7K Sell
277
-95
-26% -$4.3K ﹤0.01% 1417
2023
Q3 		$15.1K Buy
372
+44
+13% +$1.9K ﹤0.01% 1239
2023
Q2 		$14.2K Buy
328
+122
+59% +$5.8K ﹤0.01% 1294
2023
Q1 		$9.92K Buy
206
+82
+66% +$3.58K ﹤0.01% 1360
2022
Q4 		$4.85K Buy
124
+87
+235% +$3.15K ﹤0.01% 1620
2022
Q3 		$1K Buy
+37
New +$1.22K ﹤0.01% 1925

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

EverSource Wealth Advisors's WPM Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Wheaton Precious Metals (WPM) stake by 23% in Q1 2026, buying an estimated $122K and bringing the position to 4,660 shares worth $611K. The position accounts for 0.02% of the portfolio, ranked #519.

EverSource Wealth Advisors first reported a position in WPM in Q3 2022 and has held it in 15 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • EverSource Wealth Advisors held 4,660 shares of Wheaton Precious Metals worth $611K as of Q1 2026.
  • EverSource Wealth Advisors bought 875 Wheaton Precious Metals shares in Q1 2026, an estimated $122K.
  • Wheaton Precious Metals made up 0.02% of EverSource Wealth Advisors's portfolio in Q1 2026, its #519 holding.
  • EverSource Wealth Advisors first reported a position in Wheaton Precious Metals in Q3 2022 and has held it in 15 quarters since.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.