Krilogy Financial’s Wheaton Precious Metals WPM Stock Holding History

Krilogy 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	$337K	Sell	3,000 -140	-4%	-$18.2K	0.01%	775
2026 Q1	$454K	Hold	3,140	–	–	0.01%	610
2025 Q4	$464K	Hold	3,140	–	–	0.02%	584
2025 Q3	$303K	Buy	+3,140	New	+$307K	0.01%	677
2018 Q4	–	Sell	-1,500	Closed	-$26K	–	688
2018 Q3	$26K	Buy	+1,500	New	+$28.8K	0.01%	390
2018 Q2	–	Sell	-1,500	Closed	-$31K	–	634
2018 Q1	$31K	Hold	1,500	–	–	0.01%	385
2017 Q4	$33K	Hold	1,500	–	–	0.01%	369
2017 Q3	$29K	Hold	1,500	–	–	0.01%	426
2017 Q2	$30K	Hold	1,500	–	–	0.01%	389
2017 Q1	$29K	Hold	1,500	–	–	0.01%	373
2016 Q4	$29K	Hold	1,500	–	–	0.01%	373
2016 Q3	$41K	Sell	1,500 -200	-12%	-$5.5K	0.01%	326
2016 Q2	$40K	Buy	1,700 +1,000	+143%	+$19.3K	0.01%	340
2016 Q1	$12K	Buy	+700	New	+$10.1K	﹤0.01%	455
2015 Q4	–	Sell	-725	Closed	-$9K	–	613
2015 Q3	$9K	Buy	+725	New	+$9.46K	﹤0.01%	402

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Krilogy Financial's WPM Position: Q2 2026 in Review

Krilogy Financial reduced its Wheaton Precious Metals (WPM) stake by 4.5% in Q2 2026, selling an estimated $18.2K and leaving 3,000 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #775.

Krilogy Financial first reported a position in WPM in Q3 2015 and has held it in 15 quarters since. The position peaked at $464K in Q4 2025. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Krilogy Financial held 3,000 shares of Wheaton Precious Metals worth $337K as of Q2 2026.
Krilogy Financial sold 140 Wheaton Precious Metals shares in Q2 2026, an estimated $18.2K.
Wheaton Precious Metals made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #775 holding.
Krilogy Financial first reported a position in Wheaton Precious Metals in Q3 2015 and has held it in 15 quarters since.
Krilogy Financial's Wheaton Precious Metals position peaked at $464K in Q4 2025.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.