Intellus Advisors’s Wheaton Precious Metals WPM Stock Holding History

Intellus Advisors’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	$10.5M	Sell	80,448 -62,644	-44%	-$8.71M	1.44%	24
2025 Q4	$16.8M	Sell	143,092 -50,083	-26%	-$5.36M	2.23%	18
2025 Q3	$21.6M	Sell	193,175 -4,489	-2%	-$439K	2.95%	12
2025 Q2	$17.8M	Sell	197,664 -27,638	-12%	-$2.33M	2.65%	14
2025 Q1	$17.5M	Sell	225,302 -6,483	-3%	-$433K	3.06%	10
2024 Q4	$13M	Buy	+231,785	New	+$14.4M	2.26%	15

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

Intellus Advisors's WPM Position: Q1 2026 in Review

Intellus Advisors reduced its Wheaton Precious Metals (WPM) stake by 44% in Q1 2026, selling an estimated $8.71M and leaving 80,448 shares worth $10.5M. The position accounts for 1.44% of the portfolio, ranked #24.

Intellus Advisors first reported a position in WPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.6M in Q3 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Intellus Advisors held 80,448 shares of Wheaton Precious Metals worth $10.5M as of Q1 2026.
Intellus Advisors sold 62,644 Wheaton Precious Metals shares in Q1 2026, an estimated $8.71M.
Wheaton Precious Metals made up 1.44% of Intellus Advisors's portfolio in Q1 2026, its #24 holding.
Intellus Advisors first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 6 quarters since.
Intellus Advisors's Wheaton Precious Metals position peaked at $21.6M in Q3 2025.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.