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LRI Investments’s Wheaton Precious Metals WPM Stock Holding History

LRI Investments’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 		$3.48K Buy
31
+4
+15% +$520 ﹤0.01% 1195
2026
Q1 		$3.54K Buy
+27
New +$3.75K ﹤0.01% 1170

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
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

LRI Investments's WPM Position: Q2 2026 in Review

LRI Investments increased its Wheaton Precious Metals (WPM) stake by 15% in Q2 2026, buying an estimated $520 and bringing the position to 31 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

LRI Investments first reported a position in WPM in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.54K in Q1 2026. 316 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • LRI Investments held 31 shares of Wheaton Precious Metals worth $3.48K as of Q2 2026.
  • LRI Investments bought 4 Wheaton Precious Metals shares in Q2 2026, an estimated $520.
  • Wheaton Precious Metals made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1195 holding.
  • LRI Investments first reported a position in Wheaton Precious Metals in Q1 2026 and has held it in 2 quarters since.
  • LRI Investments's Wheaton Precious Metals position peaked at $3.54K in Q1 2026.
  • 316 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.