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 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	0.1%	173
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 $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

OneAscent Financial Services's WPM Position: Q1 2026 in Review

OneAscent Financial Services increased its Wheaton Precious Metals (WPM) stake by 0.23% in Q1 2026, buying an estimated $2.23K and bringing the position to 7,003 shares worth $917K. The position accounts for 0.05% of the portfolio, ranked #237.

OneAscent Financial Services first reported a position in WPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.09M in Q1 2025. 852 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

OneAscent Financial Services held 7,003 shares of Wheaton Precious Metals worth $917K as of Q1 2026.
OneAscent Financial Services bought 16 Wheaton Precious Metals shares in Q1 2026, an estimated $2.23K.
Wheaton Precious Metals made up 0.05% of OneAscent Financial Services's portfolio in Q1 2026, its #237 holding.
OneAscent Financial Services first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 6 quarters since.
OneAscent Financial Services's Wheaton Precious Metals position peaked at $1.09M in Q1 2025.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.