Ritholtz Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Ritholtz Wealth Management’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	$667K	Buy	5,937 +147	+3%	+$19.1K	0.01%	752
2026 Q1	$759K	Buy	5,790 +524	+10%	+$72.9K	0.01%	639
2025 Q4	$619K	Buy	5,266 +21	+0.4%	+$2.25K	0.01%	649
2025 Q3	$587K	Buy	5,245 +1,567	+43%	+$153K	0.01%	635
2025 Q2	$330K	Hold	3,678	–	–	0.01%	767
2025 Q1	$286K	Hold	3,678	–	–	0.01%	762
2024 Q4	$207K	Hold	3,678	–	–	0.01%	805
2024 Q3	$225K	Buy	+3,678	New	+$219K	0.01%	782

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 $59.9B AUM 27.01% 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

Ritholtz Wealth Management's WPM Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Wheaton Precious Metals (WPM) stake by 2.5% in Q2 2026, buying an estimated $19.1K and bringing the position to 5,937 shares worth $667K. The position accounts for 0.01% of the portfolio, ranked #752.

Ritholtz Wealth Management first reported a position in WPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $759K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Ritholtz Wealth Management held 5,937 shares of Wheaton Precious Metals worth $667K as of Q2 2026.
Ritholtz Wealth Management bought 147 Wheaton Precious Metals shares in Q2 2026, an estimated $19.1K.
Wheaton Precious Metals made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #752 holding.
Ritholtz Wealth Management first reported a position in Wheaton Precious Metals in Q3 2024 and has held it in 8 quarters since.
Ritholtz Wealth Management's Wheaton Precious Metals position peaked at $759K in Q1 2026.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.