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

Greenwich 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
Q2 		$1.91M Hold
17,000
– – 0.07% 118
2026
Q1 		$2.23M Hold
17,000
– – 0.09% 110
2025
Q4 		$2M Buy
17,000
+7,000
+70% +$750K 0.09% 119
2025
Q3 		$1.12M Buy
+10,000
New +$977K 0.06% 140

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

Greenwich Wealth Management's WPM Position: Q2 2026 in Review

Greenwich Wealth Management held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 17,000 shares worth $1.91M. The position accounts for 0.07% of the portfolio, ranked #118.

Greenwich Wealth Management first reported a position in WPM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.23M in Q1 2026. 853 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Greenwich Wealth Management held 17,000 shares of Wheaton Precious Metals worth $1.91M as of Q2 2026.
  • Greenwich Wealth Management left its Wheaton Precious Metals share count unchanged in Q2 2026.
  • Wheaton Precious Metals made up 0.07% of Greenwich Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Greenwich Wealth Management first reported a position in Wheaton Precious Metals in Q3 2025 and has held it in 4 quarters since.
  • Greenwich Wealth Management's Wheaton Precious Metals position peaked at $2.23M in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.