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NewEdge Wealth’s Wheaton Precious Metals WPM Stock Holding History

NewEdge Wealth’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 		$6.71M Sell
59,771
-32
-0.1% -$4.16K 0.07% 193
2026
Q1 		$7.83M Buy
59,803
+1,679
+3% +$234K 0.09% 156
2025
Q4 		$6.83M Sell
58,124
-159
-0.3% -$17K 0.08% 180
2025
Q3 		$5.62M Sell
58,283
-1,874
-3% -$183K 0.08% 192
2025
Q2 		$6M Sell
60,157
-357
-0.6% -$30.1K 0.09% 171
2025
Q1 		$4.7M Sell
60,514
-63
-0.1% -$4.2K 0.09% 196
2024
Q4 		$3.41M Sell
60,577
-166
-0.3% -$10.3K 0.06% 251
2024
Q3 		$3.71M Buy
60,743
+1,166
+2% +$69.3K 0.07% 248
2024
Q2 		$3.12M Buy
59,577
+7,177
+14% +$384K 0.07% 242
2024
Q1 		$2.78M Buy
52,400
+33
+0.1% +$1.49K 0.06% 265
2023
Q4 		$2.58M Buy
52,367
+34
+0.1% +$1.54K 0.07% 256
2023
Q3 		$2.12M Hold
52,333
– – 0.07% 247
2023
Q2 		$2.26M Sell
52,333
-14,000
-21% -$665K 0.08% 231
2023
Q1 		$3.19M Sell
66,333
-7
-0% -$306 0.12% 157
2022
Q4 		$2.59M Sell
66,340
-6,509
-9% -$235K 0.11% 174
2022
Q3 		$2.36M Sell
72,849
-140
-0.2% -$4.6K 0.11% 165
2022
Q2 		$2.63M Buy
72,989
+140
+0.2% +$6.08K 0.12% 156
2022
Q1 		$3.47M Hold
72,849
– – 0.15% 128
2021
Q4 		$3.13M Buy
+72,849
New +$3M 0.13% 131

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 Wealth's WPM Position: Q2 2026 in Review

NewEdge Wealth reduced its Wheaton Precious Metals (WPM) stake by 0.05% in Q2 2026, selling an estimated $4.16K and leaving 59,771 shares worth $6.71M. The position accounts for 0.07% of the portfolio, ranked #193.

NewEdge Wealth first reported a position in WPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.83M in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • NewEdge Wealth held 59,771 shares of Wheaton Precious Metals worth $6.71M as of Q2 2026.
  • NewEdge Wealth sold 32 Wheaton Precious Metals shares in Q2 2026, an estimated $4.16K.
  • Wheaton Precious Metals made up 0.07% of NewEdge Wealth's portfolio in Q2 2026, its #193 holding.
  • NewEdge Wealth first reported a position in Wheaton Precious Metals in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Wealth's Wheaton Precious Metals position peaked at $7.83M in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.