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Greenline Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Greenline Wealth Management’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 		– Sell
-527
Closed -$62K – 521
2025
Q4 		$62K Buy
+527
New +$56.4K 0.06% 180

Other funds holding WPM

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VanEck Associates
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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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Greenline Wealth Management's WPM Position: Q1 2026 in Review

Greenline Wealth Management sold out of Wheaton Precious Metals (WPM) in Q1 2026, closing a stake of 527 shares — an estimated $62K sold.

Greenline Wealth Management first reported a position in WPM in Q4 2025 and held it in 1 quarter. The position peaked at $62K in Q4 2025. 858 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Greenline Wealth Management reported no remaining Wheaton Precious Metals position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 527 Wheaton Precious Metals shares in Q1 2026, an estimated $62K.
  • Greenline Wealth Management first reported a position in Wheaton Precious Metals in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Wheaton Precious Metals position peaked at $62K in Q4 2025.
  • 858 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

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