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

Sagespring 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 		$267K Buy
2,381
+291
+14% +$37.9K ﹤0.01% 733
2026
Q1 		$274K Buy
+2,090
New +$291K 0.01% 695
2025
Q4 		– Sell
-2,199
Closed -$246K – 816
2025
Q3 		$246K Buy
+2,199
New +$215K ﹤0.01% 671

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Sagespring Wealth Partners increased its Wheaton Precious Metals (WPM) stake by 14% in Q2 2026, buying an estimated $37.9K and bringing the position to 2,381 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Sagespring Wealth Partners first reported a position in WPM in Q3 2025 and has held it in 3 quarters since. The position peaked at $274K in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Sagespring Wealth Partners held 2,381 shares of Wheaton Precious Metals worth $267K as of Q2 2026.
  • Sagespring Wealth Partners bought 291 Wheaton Precious Metals shares in Q2 2026, an estimated $37.9K.
  • Wheaton Precious Metals made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #733 holding.
  • Sagespring Wealth Partners first reported a position in Wheaton Precious Metals in Q3 2025 and has held it in 3 quarters since.
  • Sagespring Wealth Partners's Wheaton Precious Metals position peaked at $274K in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.