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Integrated Wealth Concepts’s Wheaton Precious Metals WPM Stock Holding History

Integrated Wealth Concepts’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 		$6.18M Buy
47,142
+1,980
+4% +$275K 0.05% 356
2025
Q4 		$5.31M Buy
45,162
+44
+0.1% +$4.71K 0.06% 277
2025
Q3 		$5.05M Sell
45,118
-1,235
-3% -$121K 0.05% 379
2025
Q2 		$4.16M Buy
46,353
+9,192
+25% +$774K 0.04% 376
2025
Q1 		$2.88M Buy
+37,161
New +$2.48M 0.03% 482

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Integrated Wealth Concepts's WPM Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Wheaton Precious Metals (WPM) stake by 4.4% in Q1 2026, buying an estimated $275K and bringing the position to 47,142 shares worth $6.18M. The position accounts for 0.05% of the portfolio, ranked #356.

Integrated Wealth Concepts first reported a position in WPM in Q1 2025 and has held it in 5 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Integrated Wealth Concepts held 47,142 shares of Wheaton Precious Metals worth $6.18M as of Q1 2026.
  • Integrated Wealth Concepts bought 1,980 Wheaton Precious Metals shares in Q1 2026, an estimated $275K.
  • Wheaton Precious Metals made up 0.05% of Integrated Wealth Concepts's portfolio in Q1 2026, its #356 holding.
  • Integrated Wealth Concepts first reported a position in Wheaton Precious Metals in Q1 2025 and has held it in 5 quarters since.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.