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Key Financial Inc’s Wheaton Precious Metals WPM Stock Holding History

Key Financial Inc’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 		– Sell
-96
Closed -$11.3K – 1476
2025
Q4 		$11.3K Hold
96
– – ﹤0.01% 855
2025
Q3 		$10.7K Hold
96
– – ﹤0.01% 864
2025
Q2 		$8.62K Hold
96
– – ﹤0.01% 897
2025
Q1 		$7.45K Hold
96
– – ﹤0.01% 893
2024
Q4 		$5.4K Hold
96
– – ﹤0.01% 964
2024
Q3 		$5.86K Hold
96
– – ﹤0.01% 937
2024
Q2 		$5.03K Buy
+96
New +$5.13K ﹤0.01% 952
2021
Q2 		– Sell
-2,190
Closed -$84K – 896
2021
Q1 		$84K Buy
+2,190
New +$86.9K 0.06% 212

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 $315B AUM 27.84% 1-Year Est. Return

Key Financial Inc's WPM Position: Q1 2026 in Review

Key Financial Inc sold out of Wheaton Precious Metals (WPM) in Q1 2026, closing a stake of 96 shares — an estimated $11.3K sold.

Key Financial Inc first reported a position in WPM in Q1 2021 and held it in 8 quarters. The position peaked at $84K in Q1 2021. 852 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Key Financial Inc reported no remaining Wheaton Precious Metals position as of Q1 2026 after selling out during the quarter.
  • Key Financial Inc sold 96 Wheaton Precious Metals shares in Q1 2026, an estimated $11.3K.
  • Key Financial Inc first reported a position in Wheaton Precious Metals in Q1 2021 and held it in 8 quarters.
  • Key Financial Inc's Wheaton Precious Metals position peaked at $84K in Q1 2021.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.