Moneta Group Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History

Moneta Group Investment 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	$202K	Buy	+1,795	New	+$234K	﹤0.01%	840
2021 Q3	–	Sell	-6,943	Closed	-$306K	–	477
2021 Q2	$306K	Buy	+6,943	New	+$309K	0.01%	361
2018 Q3	–	Sell	-2,285	Closed	-$50K	–	377
2018 Q2	$50K	Buy	+2,285	New	+$49.2K	0.01%	308

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Moneta Group Investment Advisors's WPM Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in Wheaton Precious Metals (WPM) in Q2 2026: 1,795 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #840 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in WPM as recently as Q2 2021.

Moneta Group Investment Advisors first reported a position in WPM in Q2 2018 and has held it in 3 quarters since. The position peaked at $306K in Q2 2021. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Moneta Group Investment Advisors held 1,795 shares of Wheaton Precious Metals worth $202K as of Q2 2026.
Wheaton Precious Metals was a new Moneta Group Investment Advisors position in Q2 2026.
Wheaton Precious Metals made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #840 holding.
Moneta Group Investment Advisors first reported a position in Wheaton Precious Metals in Q2 2018 and has held it in 3 quarters since.
Moneta Group Investment Advisors's Wheaton Precious Metals position peaked at $306K in Q2 2021.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.