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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
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

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

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

Kestra Advisory Services reduced its Wheaton Precious Metals (WPM) stake by 0.42% in Q1 2026, selling an estimated $29.1K and leaving 49,809 shares worth $6.53M. The position accounts for 0.02% of the portfolio, ranked #660.

Kestra Advisory Services first reported a position in WPM in Q3 2020 and has held it in 23 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Kestra Advisory Services held 49,809 shares of Wheaton Precious Metals worth $6.53M as of Q1 2026.
  • Kestra Advisory Services sold 209 Wheaton Precious Metals shares in Q1 2026, an estimated $29.1K.
  • Wheaton Precious Metals made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #660 holding.
  • Kestra Advisory Services first reported a position in Wheaton Precious Metals in Q3 2020 and has held it in 23 quarters since.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.