Kestra Advisory Services
WPM icon

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

Kestra Advisory Services’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
Q3 		$9.5M Sell
71,289
-1,143
-2% -$151K 0.03% 586
2026
Q2 		$8.14M Buy
72,432
+22,623
+45% +$2.94M 0.03% 598
2026
Q1 		$6.53M Sell
49,809
-209
-0.4% -$29.1K 0.02% 660
2025
Q4 		$5.88M Sell
50,018
-3,165
-6% -$339K 0.02% 634
2025
Q3 		$5.95M Sell
53,183
-3,374
-6% -$330K 0.03% 594
2025
Q2 		$5.08M Buy
56,557
+5,800
+11% +$488K 0.02% 636
2025
Q1 		$3.94M Sell
50,757
-3,689
-7% -$246K 0.02% 671
2024
Q4 		$3.06M Buy
54,446
+13,143
+32% +$814K 0.02% 789
2024
Q3 		$2.52M Sell
41,303
-4,719
-10% -$281K 0.01% 848
2024
Q2 		$2.24M Buy
46,022
+6,396
+16% +$342K 0.01% 904
2024
Q1 		$1.87M Buy
39,626
+472
+1% +$21.3K 0.01% 913
2023
Q4 		$1.93M Buy
39,154
+3,316
+9% +$150K 0.02% 812
2023
Q3 		$1.45M Buy
35,838
+7,154
+25% +$309K 0.01% 821
2023
Q2 		$1.24M Buy
28,684
+22
+0.1% +$1.04K 0.01% 879
2023
Q1 		$1.38M Buy
28,662
+2,021
+8% +$88.3K 0.02% 795
2022
Q4 		$1.04M Sell
26,641
-9,072
-25% -$328K 0.01% 1039
2022
Q3 		$1.16M Buy
35,713
+11,405
+47% +$375K 0.01% 905
2022
Q2 		$876K Buy
24,308
+8,354
+52% +$363K 0.01% 1035
2022
Q1 		$759K Buy
15,954
+6,111
+62% +$266K 0.01% 1075
2021
Q4 		$423K Sell
9,843
-1,290
-12% -$53.1K ﹤0.01% 1406
2021
Q3 		$418K Buy
11,133
+1,620
+17% +$70.6K ﹤0.01% 1482
2021
Q2 		$419K Buy
9,513
+836
+10% +$37.2K ﹤0.01% 1379
2021
Q1 		$332K Sell
8,677
-15,819
-65% -$628K ﹤0.01% 1410
2020
Q4 		$1.05M Buy
24,496
+13,747
+128% +$614K 0.01% 848
2020
Q3 		$527K Buy
+10,749
New +$548K 0.01% 861

Other funds holding WPM

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Kestra Advisory Services's WPM Position: Q3 2026 in Review

Kestra Advisory Services reduced its Wheaton Precious Metals (WPM) stake by 1.6% in Q3 2026, selling an estimated $151K and leaving 71,289 shares worth $9.5M. The position accounts for 0.03% of the portfolio, ranked #586.

Kestra Advisory Services first reported a position in WPM in Q3 2020 and has held it in 25 quarters since. 379 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

  • Kestra Advisory Services held 71,289 shares of Wheaton Precious Metals worth $9.5M as of Q3 2026.
  • Kestra Advisory Services sold 1,143 Wheaton Precious Metals shares in Q3 2026, an estimated $151K.
  • Wheaton Precious Metals made up 0.03% of Kestra Advisory Services's portfolio in Q3 2026, its #586 holding.
  • Kestra Advisory Services first reported a position in Wheaton Precious Metals in Q3 2020 and has held it in 25 quarters since.
  • 379 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.