Inlet Private Wealth’s Wheaton Precious Metals WPM Stock Holding History

Inlet Private Wealth’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	$3.25M	Sell	24,820 -5,450	-18%	-$758K	0.83%	40
2025 Q4	$3.56M	Sell	30,270 -3,700	-11%	-$396K	0.83%	43
2025 Q3	$3.8M	Hold	33,970	–	–	0.86%	40
2025 Q2	$3.05M	Hold	33,970	–	–	0.75%	44
2025 Q1	$2.64M	Hold	33,970	–	–	0.69%	48
2024 Q4	$1.91M	Sell	33,970 -4,900	-13%	-$303K	0.51%	64
2024 Q3	$2.37M	Sell	38,870 -200	-0.5%	-$11.9K	0.6%	58
2024 Q2	$2.05M	Hold	39,070	–	–	0.56%	57
2024 Q1	$1.84M	Hold	39,070	–	–	0.51%	59
2023 Q4	$1.93M	Sell	39,070 -400	-1%	-$18.1K	0.59%	56
2023 Q3	$1.6M	Sell	39,470 -2,450	-6%	-$106K	0.53%	60
2023 Q2	$1.81M	Hold	41,920	–	–	0.46%	63
2023 Q1	$2.02M	Sell	41,920 -1,700	-4%	-$74.3K	0.53%	59
2022 Q4	$1.7M	Sell	43,620 -4,300	-9%	-$155K	0.44%	64
2022 Q3	$1.55M	Buy	47,920 +6,700	+16%	+$220K	0.46%	63
2022 Q2	$1.49M	Buy	41,220 +5,900	+17%	+$256K	0.42%	62
2022 Q1	$1.68M	Buy	35,320 +5,620	+19%	+$244K	0.42%	65
2021 Q4	$1.27M	Buy	29,700 +1,050	+4%	+$43.2K	0.31%	74
2021 Q3	$1.08M	Buy	28,650 +6,550	+30%	+$286K	0.29%	75
2021 Q2	$974K	Buy	+22,100	New	+$983K	0.26%	80

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

Inlet Private Wealth's WPM Position: Q1 2026 in Review

Inlet Private Wealth reduced its Wheaton Precious Metals (WPM) stake by 18% in Q1 2026, selling an estimated $758K and leaving 24,820 shares worth $3.25M. The position accounts for 0.83% of the portfolio, ranked #40.

Inlet Private Wealth first reported a position in WPM in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.8M in Q3 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Inlet Private Wealth held 24,820 shares of Wheaton Precious Metals worth $3.25M as of Q1 2026.
Inlet Private Wealth sold 5,450 Wheaton Precious Metals shares in Q1 2026, an estimated $758K.
Wheaton Precious Metals made up 0.83% of Inlet Private Wealth's portfolio in Q1 2026, its #40 holding.
Inlet Private Wealth first reported a position in Wheaton Precious Metals in Q2 2021 and has held it in 20 quarters since.
Inlet Private Wealth's Wheaton Precious Metals position peaked at $3.8M in Q3 2025.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.