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Robertson Stephens Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Robertson Stephens 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 		$235K Sell
2,089
-19
-0.9% -$2.47K 0.01% 586
2026
Q1 		$277K Sell
2,108
-15
-0.7% -$2.09K 0.01% 526
2025
Q4 		$249K Buy
+2,123
New +$227K 0.01% 552

Other funds holding WPM

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Robertson Stephens Wealth Management's WPM Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Wheaton Precious Metals (WPM) stake by 0.9% in Q2 2026, selling an estimated $2.47K and leaving 2,089 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #586.

Robertson Stephens Wealth Management first reported a position in WPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $277K in Q1 2026. 399 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Robertson Stephens Wealth Management held 2,089 shares of Wheaton Precious Metals worth $235K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 19 Wheaton Precious Metals shares in Q2 2026, an estimated $2.47K.
  • Wheaton Precious Metals made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #586 holding.
  • Robertson Stephens Wealth Management first reported a position in Wheaton Precious Metals in Q4 2025 and has held it in 3 quarters since.
  • Robertson Stephens Wealth Management's Wheaton Precious Metals position peaked at $277K in Q1 2026.
  • 399 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.