OneAscent Financial Services’s Wheaton Precious Metals WPM Stock Holding History

OneAscent Financial Services’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	$786K	Sell	7,002 -1	-0%	-$130	0.04%	281
2026 Q1	$917K	Buy	7,003 +16	+0.2%	+$2.23K	0.05%	237
2025 Q4	$821K	Hold	6,987	–	–	0.08%	177
2025 Q3	$781K	Sell	6,987 -19	-0.3%	-$1.86K	0.05%	227
2025 Q2	$629K	Sell	7,006 -7,076	-50%	-$596K	0.04%	270
2025 Q1	$1.09M	Buy	14,082 +7,041	+100%	+$470K	0.07%	184
2024 Q4	$396K	Buy	+7,041	New	+$436K	0.03%	300

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

OneAscent Financial Services's WPM Position: Q2 2026 in Review

OneAscent Financial Services reduced its Wheaton Precious Metals (WPM) stake by 0.01% in Q2 2026, selling an estimated $130 and leaving 7,002 shares worth $786K. The position accounts for 0.04% of the portfolio, ranked #281.

OneAscent Financial Services first reported a position in WPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q1 2025. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

OneAscent Financial Services held 7,002 shares of Wheaton Precious Metals worth $786K as of Q2 2026.
OneAscent Financial Services sold 1 Wheaton Precious Metals share in Q2 2026, an estimated $130.
Wheaton Precious Metals made up 0.04% of OneAscent Financial Services's portfolio in Q2 2026, its #281 holding.
OneAscent Financial Services first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 7 quarters since.
OneAscent Financial Services's Wheaton Precious Metals position peaked at $1.09M in Q1 2025.
854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.