Koshinski Asset Management
WPM icon

Koshinski Asset Management’s Wheaton Precious Metals WPM Stock Holding History

Koshinski Asset Management’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 		$969K Sell
8,628
-1,319
-13% -$172K 0.05% 305
2026
Q1 		$1.3M Sell
9,947
-681
-6% -$94.7K 0.08% 228
2025
Q4 		$1.25M Sell
10,628
-948
-8% -$102K 0.08% 233
2025
Q3 		$1.29M Sell
11,576
-979
-8% -$95.7K 0.09% 222
2025
Q2 		$1.13M Sell
12,555
-590
-4% -$49.7K 0.09% 227
2025
Q1 		$1.02M Sell
13,145
-530
-4% -$35.4K 0.09% 241
2024
Q4 		$769M Sell
13,675
-1,068
-7% -$66.2K 0.07% 289
2024
Q3 		$901K Sell
14,743
-234
-2% -$13.9K 0.08% 259
2024
Q2 		$840K Sell
14,977
-2,959
-16% -$158K 0.08% 248
2024
Q1 		$845K Sell
17,936
-6,516
-27% -$294K 0.09% 232
2023
Q4 		$1.21M Buy
24,452
+8,480
+53% +$384K 0.18% 149
2023
Q3 		$648K Hold
15,972
– – 0.07% 272
2023
Q2 		$690K Sell
15,972
-181
-1% -$8.6K 0.07% 273
2023
Q1 		$778K Hold
16,153
– – 0.08% 254
2022
Q4 		$631K Buy
16,153
+300
+2% +$10.8K 0.06% 314
2022
Q3 		$513K Sell
15,853
-384
-2% -$12.6K 0.06% 319
2022
Q2 		$585K Sell
16,237
-323
-2% -$14K 0.06% 336
2022
Q1 		$788K Buy
16,560
+60
+0.4% +$2.61K 0.06% 300
2021
Q4 		$708K Buy
16,500
+339
+2% +$14K 0.06% 334
2021
Q3 		$607K Buy
16,161
+142
+0.9% +$6.19K 0.05% 352
2021
Q2 		$706K Sell
16,019
-260
-2% -$11.6K 0.09% 257
2021
Q1 		$622K Buy
16,279
+350
+2% +$13.9K 0.07% 315
2020
Q4 		$665K Sell
15,929
-311
-2% -$13.9K 0.08% 263
2020
Q3 		$824 Sell
16,240
-42
-0.3% -$2.14K 0.11% 205
2020
Q2 		$717K Sell
16,282
-2,472
-13% -$97.3K 0.12% 211
2020
Q1 		$516K Buy
18,754
+360
+2% +$10.4K 0.11% 237
2019
Q4 		$552K Buy
18,394
+1,173
+7% +$32.1K 0.1% 288
2019
Q3 		$452K Buy
17,221
+843
+5% +$22.7K 0.31% 92
2019
Q2 		$396K Buy
16,378
+2,775
+20% +$61.6K 0.16% 175
2019
Q1 		$324 Buy
13,603
+1,400
+11% +$29.8K 0.09% 274
2018
Q4 		$238K Sell
12,203
-9,557
-44% -$163K 0.06% 344
2018
Q3 		$381K Buy
21,760
+11,022
+103% +$211K 0.05% 379
2018
Q2 		$237K Sell
10,738
-200
-2% -$4.3K 0.07% 332
2018
Q1 		$223K Sell
10,938
-692
-6% -$14.2K 0.07% 328
2017
Q4 		$257K Sell
11,630
-8,500
-42% -$177K 0.06% 369
2017
Q3 		$384K Buy
20,130
+100
+0.5% +$1.97K 0.13% 245
2017
Q2 		$398K Hold
20,030
– – 0.15% 223
2017
Q1 		$417K Sell
20,030
-200
-1% -$4.16K 0.16% 187
2016
Q4 		$391K Buy
20,230
+360
+2% +$7.5K 0.19% 169
2016
Q3 		$537K Sell
19,870
-4,400
-18% -$121K 0.27% 124
2016
Q2 		$571K Buy
24,270
+3,875
+19% +$74.7K 0.31% 114
2016
Q1 		$338K Buy
20,395
+940
+5% +$13.6K 0.22% 148
2015
Q4 		$242K Sell
19,455
-1,400
-7% -$18.5K 0.17% 171
2015
Q3 		$362K Buy
20,855
+112
+0.5% +$1.46K 0.23% 140
2015
Q2 		$360K Buy
20,743
+2,132
+11% +$41K 0.23% 133
2015
Q1 		$354K Buy
18,611
+1,050
+6% +$22.3K 0.23% 132
2014
Q4 		$357K Buy
+17,561
New +$349K 0.2% 136

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Koshinski Asset Management's WPM Position: Q2 2026 in Review

Koshinski Asset Management reduced its Wheaton Precious Metals (WPM) stake by 13% in Q2 2026, selling an estimated $172K and leaving 8,628 shares worth $969K. The position accounts for 0.05% of the portfolio, ranked #305.

Koshinski Asset Management first reported a position in WPM in Q4 2014 and has held it in 47 quarters since. The position peaked at $769M in Q4 2024. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Koshinski Asset Management held 8,628 shares of Wheaton Precious Metals worth $969K as of Q2 2026.
  • Koshinski Asset Management sold 1,319 Wheaton Precious Metals shares in Q2 2026, an estimated $172K.
  • Wheaton Precious Metals made up 0.05% of Koshinski Asset Management's portfolio in Q2 2026, its #305 holding.
  • Koshinski Asset Management first reported a position in Wheaton Precious Metals in Q4 2014 and has held it in 47 quarters since.
  • Koshinski Asset Management's Wheaton Precious Metals position peaked at $769M in Q4 2024.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.