Great Valley Advisor Group’s Wheaton Precious Metals WPM Stock Holding History

Great Valley Advisor Group’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	$288K	Sell	2,194 -1,447	-40%	-$201K	0.01%	839
2025 Q4	$428K	Sell	3,641 -75	-2%	-$8.03K	0.01%	673
2025 Q3	$416K	Buy	3,716 +2	+0.1%	+$195	0.01%	674
2025 Q2	$333K	Buy	3,714 +45	+1%	+$3.79K	0.01%	719
2025 Q1	$285K	Sell	3,669 -493	-12%	-$32.9K	0.01%	742
2024 Q4	$234K	Buy	4,162 +59	+1%	+$3.65K	0.01%	768
2024 Q3	$251K	Buy	4,103 +219	+6%	+$13K	0.01%	740
2024 Q2	$204K	Buy	+3,884	New	+$208K	0.01%	746
2023 Q2	–	Sell	-6,868	Closed	-$331K	–	747
2023 Q1	$331K	Buy	6,868 +714	+12%	+$31.2K	0.02%	516
2022 Q4	$240K	Sell	6,154 -186	-3%	-$6.72K	0.01%	611
2022 Q3	$205K	Sell	6,340 -9,152	-59%	-$301K	0.01%	628
2022 Q2	$558K	Buy	15,492 +981	+7%	+$42.6K	0.03%	407
2022 Q1	$686K	Buy	+14,511	New	+$631K	0.04%	339

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

Great Valley Advisor Group's WPM Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Wheaton Precious Metals (WPM) stake by 40% in Q1 2026, selling an estimated $201K and leaving 2,194 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #839.

Great Valley Advisor Group first reported a position in WPM in Q1 2022 and has held it in 13 quarters since. The position peaked at $686K in Q1 2022. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Great Valley Advisor Group held 2,194 shares of Wheaton Precious Metals worth $288K as of Q1 2026.
Great Valley Advisor Group sold 1,447 Wheaton Precious Metals shares in Q1 2026, an estimated $201K.
Wheaton Precious Metals made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #839 holding.
Great Valley Advisor Group first reported a position in Wheaton Precious Metals in Q1 2022 and has held it in 13 quarters since.
Great Valley Advisor Group's Wheaton Precious Metals position peaked at $686K in Q1 2022.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.