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Legacy Wealth Asset Management’s Wheaton Precious Metals WPM Stock Holding History

Legacy Wealth 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
Q3 		$260K Buy
1,943
+58
+3% +$7.68K 0.06% 324
2026
Q2 		$212K Buy
+1,885
New +$245K 0.05% 365

Other funds holding WPM

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Legacy Wealth Asset Management's WPM Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Wheaton Precious Metals (WPM) stake by 3.1% in Q3 2026, buying an estimated $7.68K and bringing the position to 1,943 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #324.

Legacy Wealth Asset Management first reported a position in WPM in Q2 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

  • Legacy Wealth Asset Management held 1,943 shares of Wheaton Precious Metals worth $260K as of Q3 2026.
  • Legacy Wealth Asset Management bought 58 Wheaton Precious Metals shares in Q3 2026, an estimated $7.68K.
  • Wheaton Precious Metals made up 0.06% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #324 holding.
  • Legacy Wealth Asset Management first reported a position in Wheaton Precious Metals in Q2 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.