Lido Advisors
WPM icon

Lido Advisors’s Wheaton Precious Metals WPM Stock Holding History

Lido Advisors’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 		$931K Buy
8,284
+1,524
+23% +$198K ﹤0.01% 1129
2026
Q1 		$887K Sell
6,760
-109
-2% -$15.2K ﹤0.01% 1016
2025
Q4 		$773K Sell
6,869
-1
-0% -$107 ﹤0.01% 1117
2025
Q3 		$768K Sell
6,870
-222
-3% -$21.7K ﹤0.01% 1064
2025
Q2 		$637K Buy
7,092
+1,176
+20% +$99K ﹤0.01% 1020
2025
Q1 		$459K Sell
5,916
-542
-8% -$36.2K ﹤0.01% 1050
2024
Q4 		$363K Buy
+6,458
New +$400K ﹤0.01% 1127

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

Lido Advisors's WPM Position: Q2 2026 in Review

Lido Advisors increased its Wheaton Precious Metals (WPM) stake by 23% in Q2 2026, buying an estimated $198K and bringing the position to 8,284 shares worth $931K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Lido Advisors first reported a position in WPM in Q4 2024 and has held it in 7 quarters since. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Lido Advisors held 8,284 shares of Wheaton Precious Metals worth $931K as of Q2 2026.
  • Lido Advisors bought 1,524 Wheaton Precious Metals shares in Q2 2026, an estimated $198K.
  • Wheaton Precious Metals made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1129 holding.
  • Lido Advisors first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 7 quarters since.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.