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Klein Pavlis & Peasley Financial’s Wheaton Precious Metals WPM Stock Holding History

Klein Pavlis & Peasley Financial’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 		$6.42M Buy
57,172
+2,232
+4% +$290K 3.34% 6
2026
Q1 		$7.2M Sell
54,940
-2,577
-4% -$358K 3.98% 4
2025
Q4 		$6.76M Buy
57,517
+314
+0.5% +$33.6K 3.98% 4
2025
Q3 		$6.4M Sell
57,203
-5,057
-8% -$494K 3.93% 4
2025
Q2 		$5.59M Sell
62,260
-1,039
-2% -$87.5K 3.73% 4
2025
Q1 		$4.86M Buy
63,299
+2,189
+4% +$146K 3.5% 6
2024
Q4 		$3.44M Buy
61,110
+2,197
+4% +$136K 2.78% 10
2024
Q3 		$3.6M Sell
58,913
-2,715
-4% -$161K 2.88% 7
2024
Q2 		$3.23M Buy
61,628
+482
+0.8% +$25.8K 2.87% 9
2024
Q1 		$2.88M Sell
61,146
-752
-1% -$34K 2.6% 9
2023
Q4 		$3.05M Buy
+61,898
New +$2.8M 2.85% 10

Other funds holding WPM

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Klein Pavlis & Peasley Financial's WPM Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its Wheaton Precious Metals (WPM) stake by 4.1% in Q2 2026, buying an estimated $290K and bringing the position to 57,172 shares worth $6.42M. The position accounts for 3.34% of the portfolio, ranked #6.

Klein Pavlis & Peasley Financial first reported a position in WPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.2M in Q1 2026. 280 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Klein Pavlis & Peasley Financial held 57,172 shares of Wheaton Precious Metals worth $6.42M as of Q2 2026.
  • Klein Pavlis & Peasley Financial bought 2,232 Wheaton Precious Metals shares in Q2 2026, an estimated $290K.
  • Wheaton Precious Metals made up 3.34% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #6 holding.
  • Klein Pavlis & Peasley Financial first reported a position in Wheaton Precious Metals in Q4 2023 and has held it in 11 quarters since.
  • Klein Pavlis & Peasley Financial's Wheaton Precious Metals position peaked at $7.2M in Q1 2026.
  • 280 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.