Principle Wealth Partners’s Wheaton Precious Metals WPM Stock Holding History

Principle Wealth Partners’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	$937K	Hold	8,346	–	–	0.05%	190
2026 Q1	$1.09M	Hold	8,346	–	–	0.06%	167
2025 Q4	$981K	Hold	8,346	–	–	0.06%	170
2025 Q3	$933K	Hold	8,346	–	–	0.05%	174
2025 Q2	$749K	Sell	8,346 -2,000	-19%	-$168K	0.05%	184
2025 Q1	$803K	Hold	10,346	–	–	0.06%	176
2024 Q4	$582K	Hold	10,346	–	–	0.04%	207
2024 Q3	$632K	Hold	10,346	–	–	0.04%	203
2024 Q2	$542K	Sell	10,346 -5,000	-33%	-$267K	0.04%	208
2024 Q1	$723K	Hold	15,346	–	–	0.06%	179
2023 Q4	$757K	Hold	15,346	–	–	0.07%	174
2023 Q3	$622K	Sell	15,346 -3,500	-19%	-$151K	0.06%	181
2023 Q2	$815K	Hold	18,846	–	–	0.08%	156
2023 Q1	$908K	Hold	18,846	–	–	0.1%	145
2022 Q4	$737K	Buy	+18,846	New	+$681K	0.08%	157

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

Principle Wealth Partners's WPM Position: Q2 2026 in Review

Principle Wealth Partners held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 8,346 shares worth $937K. The position accounts for 0.05% of the portfolio, ranked #190.

Principle Wealth Partners first reported a position in WPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.09M in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Principle Wealth Partners held 8,346 shares of Wheaton Precious Metals worth $937K as of Q2 2026.
Principle Wealth Partners left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up 0.05% of Principle Wealth Partners's portfolio in Q2 2026, its #190 holding.
Principle Wealth Partners first reported a position in Wheaton Precious Metals in Q4 2022 and has held it in 15 quarters since.
Principle Wealth Partners's Wheaton Precious Metals position peaked at $1.09M in Q1 2026.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.