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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
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

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sagespring Wealth Partners's WPM Position: Q1 2026 in Review

Sagespring Wealth Partners opened a new position in Wheaton Precious Metals (WPM) in Q1 2026: 2,090 shares worth $274K. The stake represents 0.01% of the portfolio and ranks #695 among its holdings. This is a return to the name: Sagespring Wealth Partners previously reported a position in WPM as recently as Q3 2025.

Sagespring Wealth Partners first reported a position in WPM in Q3 2025 and has held it in 2 quarters since. 852 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Sagespring Wealth Partners held 2,090 shares of Wheaton Precious Metals worth $274K as of Q1 2026.
  • Wheaton Precious Metals was a new Sagespring Wealth Partners position in Q1 2026.
  • Wheaton Precious Metals made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #695 holding.
  • Sagespring Wealth Partners first reported a position in Wheaton Precious Metals in Q3 2025 and has held it in 2 quarters since.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.