PWPS
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Pinnacle Wealth Planning Services’s Wheaton Precious Metals WPM Stock Holding History

Pinnacle Wealth Planning 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 		$190K Buy
1,451
+205
+16% +$28.5K 0.02% 497
2025
Q4 		$146K Buy
+1,246
New +$133K 0.02% 601
2021
Q1 		– Sell
-1,430
Closed -$60K – 1958
2020
Q4 		$60K Buy
+1,430
New +$63.9K 0.01% 713

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pinnacle Wealth Planning Services's WPM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Wheaton Precious Metals (WPM) stake by 16% in Q1 2026, buying an estimated $28.5K and bringing the position to 1,451 shares worth $190K. The position accounts for 0.02% of the portfolio, ranked #497.

Pinnacle Wealth Planning Services first reported a position in WPM in Q4 2020 and has held it in 3 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,451 shares of Wheaton Precious Metals worth $190K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 205 Wheaton Precious Metals shares in Q1 2026, an estimated $28.5K.
  • Wheaton Precious Metals made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #497 holding.
  • Pinnacle Wealth Planning Services first reported a position in Wheaton Precious Metals in Q4 2020 and has held it in 3 quarters since.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.