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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
Q2 		$488K Sell
4,341
-319
-7% -$41.5K 0.02% 573
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 $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

EverSource Wealth Advisors's WPM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Wheaton Precious Metals (WPM) stake by 6.8% in Q2 2026, selling an estimated $41.5K and leaving 4,341 shares worth $488K. The position accounts for 0.02% of the portfolio, ranked #573.

EverSource Wealth Advisors first reported a position in WPM in Q3 2022 and has held it in 16 quarters since. The position peaked at $611K in Q1 2026. 853 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • EverSource Wealth Advisors held 4,341 shares of Wheaton Precious Metals worth $488K as of Q2 2026.
  • EverSource Wealth Advisors sold 319 Wheaton Precious Metals shares in Q2 2026, an estimated $41.5K.
  • Wheaton Precious Metals made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #573 holding.
  • EverSource Wealth Advisors first reported a position in Wheaton Precious Metals in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Wheaton Precious Metals position peaked at $611K in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.