Global Retirement Partners’s Wheaton Precious Metals WPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$109K Buy
+966
New +$126K ﹤0.01% 2000
2025
Q4
$224K Buy
1,906
+234
+14% +$25.1K ﹤0.01% 1404
2025
Q3
$187K Buy
1,672
+757
+83% +$74K ﹤0.01% 1217
2025
Q2
$82.1K Buy
+915
New +$77K ﹤0.01% 1520
2024
Q4
$52K Sell
925
-60
-6% -$3.72K ﹤0.01% 1598
2024
Q3
$60.1K Buy
985
+1
+0.1% +$59 ﹤0.01% 1480
2024
Q2
$51.6K Buy
984
+666
+209% +$35.6K ﹤0.01% 1522
2024
Q1
$15K Buy
318
+14
+5% +$632 ﹤0.01% 1934
2023
Q4
$14.5K Buy
304
+37
+14% +$1.67K ﹤0.01% 1907
2023
Q3
$10.4K Hold
267
– – ﹤0.01% 1940
2023
Q2
$11.5K Buy
267
+30
+13% +$1.43K ﹤0.01% 1917
2023
Q1
$12K Sell
237
-8
-3% -$350 ﹤0.01% 1847
2022
Q4
$9.56K Sell
245
-15
-6% -$542 ﹤0.01% 1799
2022
Q3
$8K Buy
260
+41
+19% +$1.35K ﹤0.01% 1783
2022
Q2
$8K Sell
219
-29
-12% -$1.26K ﹤0.01% 1749
2022
Q1
$11K Buy
+248
New +$10.8K ﹤0.01% 1599
2021
Q4
– Sell
-156
Closed -$6K – 1819
2021
Q3
$6K Hold
156
– – ﹤0.01% 1583
2021
Q2
$7K Hold
156
– – ﹤0.01% 1499
2021
Q1
$6K Hold
156
– – ﹤0.01% 1454
2020
Q4
$7K Sell
156
-60
-28% -$2.68K ﹤0.01% 1374
2020
Q3
$11K Hold
216
– – ﹤0.01% 1122
2020
Q2
$10K Hold
216
– – ﹤0.01% 1125
2020
Q1
$6K Buy
+216
New +$6.23K ﹤0.01% 1196
2018
Q2
– Sell
-300
Closed -$6K – 1580
2018
Q1
$6K Sell
300
-3,813
-93% -$78.3K ﹤0.01% 1128
2017
Q4
$91K Sell
4,113
-908
-18% -$18.9K 0.03% 385
2017
Q3
$96K Sell
5,021
-1,388
-22% -$27.3K 0.04% 327
2017
Q2
$127K Buy
6,409
+592
+10% +$12.1K 0.06% 271
2017
Q1
$121K Sell
5,817
-300
-5% -$6.24K 0.07% 249
2016
Q4
$118K Buy
+6,117
New +$128K 0.08% 219

Other funds holding WPM

Global Retirement Partners's WPM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Wheaton Precious Metals (WPM) in Q2 2026: 966 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #2000 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WPM as recently as Q4 2025.

Global Retirement Partners first reported a position in WPM in Q4 2016 and has held it in 29 quarters since. The position peaked at $224K in Q4 2025. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Global Retirement Partners held 966 shares of Wheaton Precious Metals worth $109K as of Q2 2026.
  • Wheaton Precious Metals was a new Global Retirement Partners position in Q2 2026.
  • Wheaton Precious Metals made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2000 holding.
  • Global Retirement Partners first reported a position in Wheaton Precious Metals in Q4 2016 and has held it in 29 quarters since.
  • Global Retirement Partners's Wheaton Precious Metals position peaked at $224K in Q4 2025.
  • 854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.