MASECO Private Wealth’s Wheaton Precious Metals WPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
– Sell
-143
Closed -$18.7K – 399
2026
Q1
$18.7K Hold
143
– – ﹤0.01% 199
2025
Q4
$16.8K Buy
+143
New +$15.3K ﹤0.01% 277
2025
Q3
– Sell
-142
Closed -$12.8K – 529
2025
Q2
$12.8K Buy
+142
New +$12K ﹤0.01% 308

Other funds holding WPM

MASECO Private Wealth's WPM Position: Q2 2026 in Review

MASECO Private Wealth sold out of Wheaton Precious Metals (WPM) in Q2 2026, closing a stake of 143 shares — an estimated $18.7K sold.

MASECO Private Wealth first reported a position in WPM in Q2 2025 and held it in 3 quarters. The position peaked at $18.7K in Q1 2026. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • MASECO Private Wealth reported no remaining Wheaton Precious Metals position as of Q2 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 143 Wheaton Precious Metals shares in Q2 2026, an estimated $18.7K.
  • MASECO Private Wealth first reported a position in Wheaton Precious Metals in Q2 2025 and held it in 3 quarters.
  • MASECO Private Wealth's Wheaton Precious Metals position peaked at $18.7K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.