HWM
WPM icon

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

HB 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 		$750K Buy
6,674
+1,120
+20% +$146K ﹤0.01% 894
2026
Q1 		$728K Buy
5,554
+366
+7% +$50.9K ﹤0.01% 804
2025
Q4 		$610K Sell
5,188
-276
-5% -$29.6K ﹤0.01% 818
2025
Q3 		$611K Buy
5,464
+396
+8% +$38.7K ﹤0.01% 778
2025
Q2 		$455K Buy
5,068
+156
+3% +$13.1K ﹤0.01% 778
2025
Q1 		$381K Buy
4,912
+229
+5% +$15.3K ﹤0.01% 862
2024
Q4 		$263K Hold
4,683
– – ﹤0.01% 861
2024
Q3 		$286K Sell
4,683
-116
-2% -$6.9K ﹤0.01% 776
2024
Q2 		$252K Hold
4,799
– – ﹤0.01% 772
2024
Q1 		$226K Sell
4,799
-317
-6% -$14.3K ﹤0.01% 760
2023
Q4 		$252K Sell
5,116
-440
-8% -$19.9K ﹤0.01% 669
2023
Q3 		$225K Buy
5,556
+500
+10% +$21.6K ﹤0.01% 667
2023
Q2 		$219K Buy
5,056
+80
+2% +$3.8K ﹤0.01% 649
2023
Q1 		$240K Sell
4,976
-180
-3% -$7.87K ﹤0.01% 610
2022
Q4 		$201K Buy
+5,156
New +$186K ﹤0.01% 648
2022
Q2 		– Sell
-5,158
Closed -$245K – 631
2022
Q1 		$245K Sell
5,158
-145
-3% -$6.3K ﹤0.01% 506
2021
Q4 		$228K Buy
+5,303
New +$218K ﹤0.01% 459

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 $59.9B AUM 27.01% 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

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

HB Wealth Management increased its Wheaton Precious Metals (WPM) stake by 20% in Q2 2026, buying an estimated $146K and bringing the position to 6,674 shares worth $750K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

HB Wealth Management first reported a position in WPM in Q4 2021 and has held it in 17 quarters since. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • HB Wealth Management held 6,674 shares of Wheaton Precious Metals worth $750K as of Q2 2026.
  • HB Wealth Management bought 1,120 Wheaton Precious Metals shares in Q2 2026, an estimated $146K.
  • Wheaton Precious Metals made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #894 holding.
  • HB Wealth Management first reported a position in Wheaton Precious Metals in Q4 2021 and has held it in 17 quarters since.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.