Plante Moran Financial Advisors’s Wheaton Precious Metals WPM Stock Holding History

Plante Moran Financial Advisors’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	$72.1K	Hold	642	–	–	﹤0.01%	293
2026 Q1	$84.1K	Buy	642 +140	+28%	+$19.5K	0.01%	248
2025 Q4	$59K	Hold	502	–	–	﹤0.01%	301
2025 Q3	$56.1K	Hold	502	–	–	﹤0.01%	321
2025 Q2	$45.1K	Sell	502 -152	-23%	-$12.8K	﹤0.01%	354
2025 Q1	$50.8K	Buy	654 +152	+30%	+$10.1K	﹤0.01%	330
2024 Q4	$28.2K	Sell	502 -54	-10%	-$3.35K	﹤0.01%	433
2024 Q3	$34K	Buy	556 +54	+11%	+$3.21K	﹤0.01%	440
2024 Q2	$26.3K	Hold	502	–	–	﹤0.01%	434
2024 Q1	$23.7K	Buy	502 +352	+235%	+$15.9K	﹤0.01%	480
2023 Q4	$7.4K	Hold	150	–	–	﹤0.01%	597
2023 Q3	$6.08K	Hold	150	–	–	﹤0.01%	581
2023 Q2	$6.48K	Hold	150	–	–	﹤0.01%	608
2023 Q1	$7.22K	Hold	150	–	–	﹤0.01%	608
2022 Q4	$5.86K	Hold	150	–	–	﹤0.01%	653
2022 Q3	$5K	Sell	150 -225	-60%	-$7.39K	﹤0.01%	710
2022 Q2	$14K	Buy	375 +225	+150%	+$9.77K	﹤0.01%	548
2022 Q1	$7K	Sell	150 -50	-25%	-$2.17K	﹤0.01%	643
2021 Q4	$9K	Hold	200	–	–	﹤0.01%	708
2021 Q3	$8K	Hold	200	–	–	﹤0.01%	732
2021 Q2	$9K	Sell	200 -500	-71%	-$22.2K	﹤0.01%	701
2021 Q1	$27K	Hold	700	–	–	0.01%	489
2020 Q4	$29K	Hold	700	–	–	0.01%	449
2020 Q3	$34K	Buy	700 +500	+250%	+$25.5K	0.01%	389
2020 Q2	$9K	Hold	200	–	–	﹤0.01%	539
2020 Q1	$6K	Hold	200	–	–	﹤0.01%	557
2019 Q4	$6K	Hold	200	–	–	﹤0.01%	601
2019 Q3	$5K	Hold	200	–	–	﹤0.01%	695
2019 Q2	$5K	Hold	200	–	–	﹤0.01%	656
2019 Q1	$5K	Hold	200	–	–	﹤0.01%	644
2018 Q4	$4K	Hold	200	–	–	﹤0.01%	637
2018 Q3	$3K	Hold	200	–	–	﹤0.01%	667
2018 Q2	$4K	Hold	200	–	–	﹤0.01%	665
2018 Q1	$4K	Hold	200	–	–	﹤0.01%	766
2017 Q4	$4K	Hold	200	–	–	﹤0.01%	737
2017 Q3	$4K	Hold	200	–	–	﹤0.01%	688
2017 Q2	$4K	Hold	200	–	–	﹤0.01%	703
2017 Q1	$4K	Hold	200	–	–	﹤0.01%	741
2016 Q4	$4K	Hold	200	–	–	﹤0.01%	778
2016 Q3	$5K	Hold	200	–	–	﹤0.01%	715
2016 Q2	$5K	Sell	200 -500	-71%	-$9.64K	﹤0.01%	649
2016 Q1	$12K	Hold	700	–	–	0.01%	464
2015 Q4	$9K	Hold	700	–	–	0.01%	605
2015 Q3	$8K	Hold	700	–	–	0.01%	519
2015 Q2	$12K	Hold	700	–	–	0.01%	501
2015 Q1	$13K	Hold	700	–	–	0.01%	481
2014 Q4	$14K	Buy	700 +500	+250%	+$9.94K	0.01%	474
2014 Q3	$4K	Sell	200 -137	-41%	-$3.41K	﹤0.01%	707
2014 Q2	$9K	Buy	337 +137	+69%	+$3.07K	0.01%	570
2014 Q1	$5K	Hold	200	–	–	0.01%	479
2013 Q4	$4K	Hold	200	–	–	﹤0.01%	572
2013 Q3	$5K	Hold	200	–	–	﹤0.01%	479
2013 Q2	$4K	Buy	+200	New	+$4.76K	﹤0.01%	486

Other funds holding WPM

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Plante Moran Financial Advisors's WPM Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 642 shares worth $72.1K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Plante Moran Financial Advisors first reported a position in WPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $84.1K in Q1 2026. 448 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Plante Moran Financial Advisors held 642 shares of Wheaton Precious Metals worth $72.1K as of Q2 2026.
Plante Moran Financial Advisors left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #293 holding.
Plante Moran Financial Advisors first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 53 quarters since.
Plante Moran Financial Advisors's Wheaton Precious Metals position peaked at $84.1K in Q1 2026.
448 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.