IEQ Capital’s Wheaton Precious Metals WPM Stock Holding History

IEQ Capital’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	$1.5M	Buy	11,480 +3,088	+37%	+$429K	0.01%	879
2025 Q4	$986K	Sell	8,392 -15	-0.2%	-$1.61K	﹤0.01%	1051
2025 Q3	$940K	Buy	8,407 +1,372	+20%	+$134K	﹤0.01%	1021
2025 Q2	$632K	Buy	+7,035	New	+$592K	﹤0.01%	1048

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

IEQ Capital's WPM Position: Q1 2026 in Review

IEQ Capital increased its Wheaton Precious Metals (WPM) stake by 37% in Q1 2026, buying an estimated $429K and bringing the position to 11,480 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #879.

IEQ Capital first reported a position in WPM in Q2 2025 and has held it in 4 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

IEQ Capital held 11,480 shares of Wheaton Precious Metals worth $1.5M as of Q1 2026.
IEQ Capital bought 3,088 Wheaton Precious Metals shares in Q1 2026, an estimated $429K.
Wheaton Precious Metals made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #879 holding.
IEQ Capital first reported a position in Wheaton Precious Metals in Q2 2025 and has held it in 4 quarters since.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.