Principal Securities’s Wheaton Precious Metals WPM Stock Holding History

Principal Securities’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	$468K	Buy	+4,168	New	+$542K	0.01%	1105
2025 Q4	–	Sell	-528	Closed	-$59.1K	–	3502
2025 Q3	$59.1K	Buy	528 +23	+5%	+$2.25K	﹤0.01%	1874
2025 Q2	$45.3K	Buy	505 +251	+99%	+$21.1K	﹤0.01%	1937
2025 Q1	$14.3K	Hold	254	–	–	﹤0.01%	2381
2024 Q4	$14.3K	Buy	254 +88	+53%	+$5.45K	﹤0.01%	2377
2024 Q3	$10.1K	Sell	166 -64	-28%	-$3.81K	﹤0.01%	2434
2024 Q2	$12.1K	Sell	230 -3	-1%	-$160	﹤0.01%	2310
2024 Q1	$11K	Sell	233 -562	-71%	-$25.4K	﹤0.01%	2284
2023 Q4	$39.2K	Buy	+795	New	+$36K	﹤0.01%	1600

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

Principal Securities's WPM Position: Q2 2026 in Review

Principal Securities opened a new position in Wheaton Precious Metals (WPM) in Q2 2026: 4,168 shares worth $468K. The stake represents 0.01% of the portfolio and ranks #1105 among its holdings. This is a return to the name: Principal Securities previously reported a position in WPM as recently as Q3 2025.

Principal Securities first reported a position in WPM in Q4 2023 and has held it in 9 quarters since. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Principal Securities held 4,168 shares of Wheaton Precious Metals worth $468K as of Q2 2026.
Wheaton Precious Metals was a new Principal Securities position in Q2 2026.
Wheaton Precious Metals made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1105 holding.
Principal Securities first reported a position in Wheaton Precious Metals in Q4 2023 and has held it in 9 quarters since.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.