Insigneo Advisory Services’s Wheaton Precious Metals WPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$789K Sell
6,021
-12
-0.2% -$1.67K 0.06% 260
2025
Q4
$709K Sell
6,033
-232
-4% -$24.8K 0.05% 279
2025
Q3
$701K Buy
6,265
+51
+0.8% +$4.98K 0.05% 277
2025
Q2
$558K Buy
6,214
+197
+3% +$16.6K 0.05% 309
2025
Q1
$467K Sell
6,017
-2,178
-27% -$145K 0.05% 320
2024
Q4
$461K Sell
8,195
-358
-4% -$22.2K 0.05% 315
2024
Q3
$522K Buy
8,553
+187
+2% +$11.1K 0.05% 307
2024
Q2
$469K Buy
+8,366
New +$447K 0.05% 309
2024
Q1
Sell
-7,788
Closed -$384K 513
2023
Q4
$384K Sell
7,788
-890
-10% -$40.3K 0.05% 284
2023
Q3
$352K Buy
+8,678
New +$374K 0.07% 252

Other funds holding WPM

Insigneo Advisory Services's WPM Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Wheaton Precious Metals (WPM) stake by 0.2% in Q1 2026, selling an estimated $1.67K and leaving 6,021 shares worth $789K. The position accounts for 0.06% of the portfolio, ranked #260.

Insigneo Advisory Services first reported a position in WPM in Q3 2023 and has held it in 10 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Insigneo Advisory Services held 6,021 shares of Wheaton Precious Metals worth $789K as of Q1 2026.
  • Insigneo Advisory Services sold 12 Wheaton Precious Metals shares in Q1 2026, an estimated $1.67K.
  • Wheaton Precious Metals made up 0.06% of Insigneo Advisory Services's portfolio in Q1 2026, its #260 holding.
  • Insigneo Advisory Services first reported a position in Wheaton Precious Metals in Q3 2023 and has held it in 10 quarters since.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.