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

Exencial 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	$496K	Sell	3,789 -88	-2%	-$12.2K	0.02%	398
2025 Q4	$456K	Sell	3,877 -190	-5%	-$20.3K	0.01%	410
2025 Q3	$455K	Buy	4,067 +9	+0.2%	+$879	0.01%	391
2025 Q2	$364K	Sell	4,058 -2	-0%	-$168	0.01%	415
2025 Q1	$315K	Buy	4,060 +4	+0.1%	+$267	0.01%	422
2024 Q4	$228K	Buy	4,056 +11	+0.3%	+$681	0.01%	469
2024 Q3	$247K	Buy	4,045 +2	+0%	+$119	0.01%	455
2024 Q2	$212K	Buy	+4,043	New	+$216K	0.01%	467
2020 Q4	–	Sell	-4,200	Closed	-$206K	–	403
2020 Q3	$206K	Sell	4,200 -4,038	-49%	-$206K	0.01%	340
2020 Q2	$363K	Buy	+8,238	New	+$324K	0.03%	249

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

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

Exencial Wealth Advisors reduced its Wheaton Precious Metals (WPM) stake by 2.3% in Q1 2026, selling an estimated $12.2K and leaving 3,789 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #398.

Exencial Wealth Advisors first reported a position in WPM in Q2 2020 and has held it in 10 quarters since. 858 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Exencial Wealth Advisors held 3,789 shares of Wheaton Precious Metals worth $496K as of Q1 2026.
Exencial Wealth Advisors sold 88 Wheaton Precious Metals shares in Q1 2026, an estimated $12.2K.
Wheaton Precious Metals made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #398 holding.
Exencial Wealth Advisors first reported a position in Wheaton Precious Metals in Q2 2020 and has held it in 10 quarters since.
858 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.