Mission Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Mission Wealth 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 Q1	$488K	Sell	3,722 -226	-6%	-$31.4K	0.01%	495
2025 Q4	$464K	Buy	3,948 +25	+0.6%	+$2.68K	0.01%	504
2025 Q3	$439K	Sell	3,923 -6	-0.2%	-$586	0.01%	516
2025 Q2	$353K	Buy	3,929 +1,003	+34%	+$84.4K	0.01%	553
2025 Q1	$227K	Buy	+2,926	New	+$195K	0.01%	615

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mission Wealth Management's WPM Position: Q1 2026 in Review

Mission Wealth Management reduced its Wheaton Precious Metals (WPM) stake by 5.7% in Q1 2026, selling an estimated $31.4K and leaving 3,722 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #495.

Mission Wealth Management first reported a position in WPM in Q1 2025 and has held it in 5 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Mission Wealth Management held 3,722 shares of Wheaton Precious Metals worth $488K as of Q1 2026.
Mission Wealth Management sold 226 Wheaton Precious Metals shares in Q1 2026, an estimated $31.4K.
Wheaton Precious Metals made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #495 holding.
Mission Wealth Management first reported a position in Wheaton Precious Metals in Q1 2025 and has held it in 5 quarters since.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.