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Prospera Financial Services’s Wheaton Precious Metals WPM Stock Holding History

Prospera Financial 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
Q2 		$6.8M Sell
60,498
-305
-0.5% -$39.7K 0.1% 220
2026
Q1 		$7.97M Sell
60,803
-3,422
-5% -$476K 0.13% 173
2025
Q4 		$7.55M Sell
64,225
-16,261
-20% -$1.74M 0.12% 177
2025
Q3 		$9M Buy
80,486
+6,775
+9% +$662K 0.15% 144
2025
Q2 		$6.62M Sell
73,711
-16,548
-18% -$1.39M 0.12% 183
2025
Q1 		$7.01M Sell
90,259
-9,623
-10% -$642K 0.16% 142
2024
Q4 		$5.62M Buy
99,882
+12,631
+14% +$782K 0.13% 176
2024
Q3 		$5.33M Buy
87,251
+675
+0.8% +$40.1K 0.14% 168
2024
Q2 		$4.54M Buy
86,576
+18,785
+28% +$1M 0.13% 179
2024
Q1 		$3.19M Buy
67,791
+29,876
+79% +$1.35M 0.1% 237
2023
Q4 		$1.87M Buy
37,915
+20,078
+113% +$908K 0.06% 321
2023
Q3 		$723K Buy
17,837
+7
+0% +$302 0.03% 513
2023
Q2 		$771K Buy
17,830
+2,411
+16% +$115K 0.03% 488
2023
Q1 		$743K Buy
15,419
+299
+2% +$13.1K 0.03% 502
2022
Q4 		$591K Buy
+15,120
New +$547K 0.03% 489
2022
Q3 		– Sell
-1,785
Closed -$64K – 1591
2022
Q2 		$64K Sell
1,785
-343
-16% -$14.9K ﹤0.01% 984
2022
Q1 		$101K Buy
+2,128
New +$92.5K ﹤0.01% 1112
2020
Q4 		– Sell
-302
Closed -$15K – 1586
2020
Q3 		$15K Buy
+302
New +$15.4K 0.01% 992
2016
Q4 		– Sell
-9,002
Closed -$243K – 422
2016
Q3 		$243K Buy
9,002
+402
+5% +$11.1K 0.05% 309
2016
Q2 		$202K Buy
+8,600
New +$166K 0.04% 322
2014
Q1 		– Sell
-15,450
Closed -$312K – 300
2013
Q4 		$312K Sell
15,450
-11,583
-43% -$252K 0.1% 155
2013
Q3 		$651K Buy
+27,033
New +$643K 0.25% 85

Other funds holding WPM

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DS
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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
HC
Hendley & Co Zanesville, Ohio $283M AUM 19.89% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Prospera Financial Services's WPM Position: Q2 2026 in Review

Prospera Financial Services reduced its Wheaton Precious Metals (WPM) stake by 0.5% in Q2 2026, selling an estimated $39.7K and leaving 60,498 shares worth $6.8M. The position accounts for 0.1% of the portfolio, ranked #220.

Prospera Financial Services first reported a position in WPM in Q3 2013 and has held it in 22 quarters since. The position peaked at $9M in Q3 2025. 100 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Prospera Financial Services held 60,498 shares of Wheaton Precious Metals worth $6.8M as of Q2 2026.
  • Prospera Financial Services sold 305 Wheaton Precious Metals shares in Q2 2026, an estimated $39.7K.
  • Wheaton Precious Metals made up 0.1% of Prospera Financial Services's portfolio in Q2 2026, its #220 holding.
  • Prospera Financial Services first reported a position in Wheaton Precious Metals in Q3 2013 and has held it in 22 quarters since.
  • Prospera Financial Services's Wheaton Precious Metals position peaked at $9M in Q3 2025.
  • 100 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.