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 Q2	$5.24M	Sell	46,696 -446	-0.9%	-$58K	0.03%	458
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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Integrated Wealth Concepts's WPM Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Wheaton Precious Metals (WPM) stake by 0.95% in Q2 2026, selling an estimated $58K and leaving 46,696 shares worth $5.24M. The position accounts for 0.03% of the portfolio, ranked #458.

Integrated Wealth Concepts first reported a position in WPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.18M in Q1 2026. 853 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Integrated Wealth Concepts held 46,696 shares of Wheaton Precious Metals worth $5.24M as of Q2 2026.
Integrated Wealth Concepts sold 446 Wheaton Precious Metals shares in Q2 2026, an estimated $58K.
Wheaton Precious Metals made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #458 holding.
Integrated Wealth Concepts first reported a position in Wheaton Precious Metals in Q1 2025 and has held it in 6 quarters since.
Integrated Wealth Concepts's Wheaton Precious Metals position peaked at $6.18M in Q1 2026.
853 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.