Plancorp LLC’s Wheaton Precious Metals WPM Stock Holding History

Plancorp LLC’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	$4.14M	Sell	38,353 -1,042	-3%	-$136K	0.1%	88
2026 Q1	$5.71M	Sell	39,395 -833	-2%	-$116K	0.16%	55
2025 Q4	$4.73M	Sell	40,228 -341	-0.8%	-$36.5K	0.14%	61
2025 Q3	$4.54M	Sell	40,569 -145	-0.4%	-$14.2K	0.14%	63
2025 Q2	$3.66M	Buy	40,714 +2,345	+6%	+$197K	0.13%	68
2025 Q1	$2.98M	Hold	38,369	–	–	0.12%	76
2024 Q4	$2.16M	Hold	38,369	–	–	0.09%	85
2024 Q3	$2.34M	Hold	38,369	–	–	0.1%	79
2024 Q2	$2.01M	Hold	38,369	–	–	0.09%	83
2024 Q1	$1.81M	Hold	38,369	–	–	0.08%	91
2023 Q4	$1.89M	Hold	38,369	–	–	0.09%	80
2023 Q3	$1.56M	Hold	38,369	–	–	0.08%	86
2023 Q2	$1.66M	Hold	38,369	–	–	0.09%	80
2023 Q1	$1.85M	Hold	38,369	–	–	0.1%	72
2022 Q4	$1.5M	Sell	38,369 -61	-0.2%	-$2.21K	0.09%	81
2022 Q3	$1.24M	Sell	38,430 -12	-0%	-$394	0.08%	83
2022 Q2	$1.39M	Hold	38,442	–	–	0.09%	78
2022 Q1	$1.83M	Buy	38,442 +6,968	+22%	+$303K	0.12%	68
2021 Q4	$1.35M	Hold	31,474	–	–	0.09%	83
2021 Q3	$1.18M	Hold	31,474	–	–	0.08%	82
2021 Q2	$1.39M	Buy	31,474 +5,717	+22%	+$254K	0.11%	69
2021 Q1	$984K	Hold	25,757	–	–	0.22%	81
2020 Q4	$1.07M	Buy	25,757 +3,010	+13%	+$134K	0.26%	69
2020 Q3	$1.12M	Buy	22,747 +5,207	+30%	+$265K	0.34%	56
2020 Q2	$773K	Hold	17,540	–	–	0.23%	74
2020 Q1	$483K	Hold	17,540	–	–	0.19%	90
2019 Q4	$522K	Hold	17,540	–	–	0.16%	103
2019 Q3	$460K	Sell	17,540 -17,540	-50%	-$472K	0.18%	100
2019 Q2	$842K	Buy	35,080 +17,540	+100%	+$389K	0.33%	60
2019 Q1	$418K	Hold	17,540	–	–	0.16%	108
2018 Q4	$343K	Hold	17,540	–	–	0.16%	110
2018 Q3	$307K	Hold	17,540	–	–	0.12%	127
2018 Q2	$387K	Buy	17,540 +540	+3%	+$11.6K	0.15%	107
2018 Q1	$346K	Sell	17,000 -5,731	-25%	-$118K	0.11%	112
2017 Q4	$502K	Buy	22,731 +100	+0.4%	+$2.08K	0.16%	95
2017 Q3	$433K	Sell	22,631 -746	-3%	-$14.7K	0.13%	97
2017 Q2	$464K	Hold	23,377	–	–	0.14%	98
2017 Q1	$487K	Hold	23,377	–	–	0.14%	99
2016 Q4	$451K	Hold	23,377	–	–	0.13%	100
2016 Q3	$632K	Buy	23,377 +6,377	+38%	+$175K	0.4%	50
2016 Q2	$400K	Hold	17,000	–	–	0.35%	39
2016 Q1	$282K	Hold	17,000	–	–	0.34%	36
2015 Q4	$211K	Hold	17,000	–	–	0.25%	75
2015 Q3	$204K	Hold	17,000	–	–	0.18%	94
2015 Q2	$295K	Hold	17,000	–	–	0.27%	55
2015 Q1	$323K	Hold	17,000	–	–	0.32%	68
2014 Q4	$346K	Sell	17,000 -9,377	-36%	-$186K	0.36%	44
2014 Q3	$527K	Buy	26,377 +9,377	+55%	+$233K	0.55%	41
2014 Q2	$447K	Sell	17,000 -9,377	-36%	-$210K	0.4%	42
2014 Q1	$599K	Hold	26,377	–	–	0.41%	50
2013 Q4	$532K	Buy	+26,377	New	+$573K	0.47%	43

Other funds holding WPM

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

PIMJS

PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Plancorp LLC's WPM Position: Q2 2026 in Review

Plancorp LLC reduced its Wheaton Precious Metals (WPM) stake by 2.6% in Q2 2026, selling an estimated $136K and leaving 38,353 shares worth $4.14M. The position accounts for 0.1% of the portfolio, ranked #88.

Plancorp LLC first reported a position in WPM in Q4 2013 and has held it in 51 quarters since. The position peaked at $5.71M in Q1 2026. 181 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Plancorp LLC held 38,353 shares of Wheaton Precious Metals worth $4.14M as of Q2 2026.
Plancorp LLC sold 1,042 Wheaton Precious Metals shares in Q2 2026, an estimated $136K.
Wheaton Precious Metals made up 0.1% of Plancorp LLC's portfolio in Q2 2026, its #88 holding.
Plancorp LLC first reported a position in Wheaton Precious Metals in Q4 2013 and has held it in 51 quarters since.
Plancorp LLC's Wheaton Precious Metals position peaked at $5.71M in Q1 2026.
181 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.