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

Modera 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
Q2 		$276K Buy
2,454
+7
+0.3% +$911 ﹤0.01% 568
2026
Q1 		$321K Sell
2,447
-12
-0.5% -$1.67K ﹤0.01% 527
2025
Q4 		$289K Buy
2,459
+426
+21% +$45.6K ﹤0.01% 552
2025
Q3 		$227K Buy
+2,033
New +$199K ﹤0.01% 605

Other funds holding WPM

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Modera Wealth Management's WPM Position: Q2 2026 in Review

Modera Wealth Management increased its Wheaton Precious Metals (WPM) stake by 0.29% in Q2 2026, buying an estimated $911 and bringing the position to 2,454 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Modera Wealth Management first reported a position in WPM in Q3 2025 and has held it in 4 quarters since. The position peaked at $321K in Q1 2026. 448 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Modera Wealth Management held 2,454 shares of Wheaton Precious Metals worth $276K as of Q2 2026.
  • Modera Wealth Management bought 7 Wheaton Precious Metals shares in Q2 2026, an estimated $911.
  • Wheaton Precious Metals made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #568 holding.
  • Modera Wealth Management first reported a position in Wheaton Precious Metals in Q3 2025 and has held it in 4 quarters since.
  • Modera Wealth Management's Wheaton Precious Metals position peaked at $321K in Q1 2026.
  • 448 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.