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NewEdge Advisors’s Wheaton Precious Metals WPM Stock Holding History

NewEdge 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 		$1.91M Sell
17,000
-23,742
-58% -$3.09M 0.01% 1246
2026
Q1 		$5.34M Buy
40,742
+6,445
+19% +$896K 0.02% 664
2025
Q4 		$4.03M Sell
34,297
-7,530
-18% -$806K 0.01% 751
2025
Q3 		$4.68M Buy
41,827
+30,732
+277% +$3M 0.02% 655
2025
Q2 		$996K Buy
11,095
+4,211
+61% +$354K 0.01% 1298
2025
Q1 		$534K Sell
6,884
-22,032
-76% -$1.47M ﹤0.01% 1546
2024
Q4 		$1.63M Sell
28,916
-931
-3% -$57.7K 0.01% 925
2024
Q3 		$1.82M Buy
29,847
+449
+2% +$26.7K 0.01% 831
2024
Q2 		$1.54M Buy
29,398
+23,306
+383% +$1.25M 0.01% 869
2024
Q1 		$287K Sell
6,092
-5,654
-48% -$255K ﹤0.01% 1667
2023
Q4 		$563K Buy
11,746
+8,162
+228% +$369K 0.01% 1224
2023
Q3 		$145K Sell
3,584
-6,398
-64% -$276K ﹤0.01% 1723
2023
Q2 		$431K Sell
9,982
-6,347
-39% -$302K ﹤0.01% 1261
2023
Q1 		$786K Buy
16,329
+4,896
+43% +$214K 0.01% 895
2022
Q4 		$68.5K Buy
11,433
+1,724
+18% +$62.3K ﹤0.01% 1596
2022
Q3 		$314K Buy
9,709
+2,077
+27% +$68.2K 0.01% 1182
2022
Q2 		$275K Buy
+7,632
New +$331K ﹤0.01% 1252
2022
Q1 		– Sell
-6,931
Closed -$298K – 1661
2021
Q4 		$298K Buy
6,931
+161
+2% +$6.63K ﹤0.01% 1335
2021
Q3 		$254K Buy
6,770
+330
+5% +$14.4K 0.01% 959
2021
Q2 		$284K Buy
6,440
+1,195
+23% +$53.2K 0.01% 929
2021
Q1 		$200K Buy
+5,245
New +$208K 0.01% 946
2019
Q4 		– Sell
-35,948
Closed -$950K – 874
2019
Q3 		$950K Buy
+35,948
New +$967K 0.04% 349
2019
Q2 		– Sell
-26,388
Closed -$629K – 708
2019
Q1 		$629K Buy
+26,388
New +$561K 0.04% 350
2017
Q3 		– Sell
-832
Closed -$16.2K – 1130
2017
Q2 		$16.2K Buy
+832
New +$17K ﹤0.01% 803

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

NewEdge Advisors's WPM Position: Q2 2026 in Review

NewEdge Advisors reduced its Wheaton Precious Metals (WPM) stake by 58% in Q2 2026, selling an estimated $3.09M and leaving 17,000 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #1246.

NewEdge Advisors first reported a position in WPM in Q2 2017 and has held it in 24 quarters since. The position peaked at $5.34M in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • NewEdge Advisors held 17,000 shares of Wheaton Precious Metals worth $1.91M as of Q2 2026.
  • NewEdge Advisors sold 23,742 Wheaton Precious Metals shares in Q2 2026, an estimated $3.09M.
  • Wheaton Precious Metals made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1246 holding.
  • NewEdge Advisors first reported a position in Wheaton Precious Metals in Q2 2017 and has held it in 24 quarters since.
  • NewEdge Advisors's Wheaton Precious Metals position peaked at $5.34M in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.