Icon Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

Icon Wealth Advisors’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	$359K	Buy	2,878 +4	+0.1%	+$556	0.02%	294
2025 Q4	$338K	Buy	2,874 +504	+21%	+$54K	0.02%	301
2025 Q3	$265K	Buy	+2,370	New	+$232K	0.02%	326
2025 Q2	–	Sell	-3,033	Closed	-$235K	–	538
2025 Q1	$235K	Hold	3,033	–	–	0.02%	322
2024 Q4	$171K	Buy	3,033 +7	+0.2%	+$434	0.01%	403
2024 Q3	$185K	Buy	+3,026	New	+$180K	0.02%	371
2024 Q2	–	Sell	-3,020	Closed	-$142K	–	500
2024 Q1	$142K	Sell	3,020 -7,507	-71%	-$339K	0.01%	398
2023 Q4	$519K	Buy	+10,527	New	+$476K	0.05%	186

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

Icon Wealth Advisors's WPM Position: Q1 2026 in Review

Icon Wealth Advisors increased its Wheaton Precious Metals (WPM) stake by 0.14% in Q1 2026, buying an estimated $556 and bringing the position to 2,878 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #294.

Icon Wealth Advisors first reported a position in WPM in Q4 2023 and has held it in 8 quarters since. The position peaked at $519K in Q4 2023. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Icon Wealth Advisors held 2,878 shares of Wheaton Precious Metals worth $359K as of Q1 2026.
Icon Wealth Advisors bought 4 Wheaton Precious Metals shares in Q1 2026, an estimated $556.
Wheaton Precious Metals made up 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #294 holding.
Icon Wealth Advisors first reported a position in Wheaton Precious Metals in Q4 2023 and has held it in 8 quarters since.
Icon Wealth Advisors's Wheaton Precious Metals position peaked at $519K in Q4 2023.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.