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SageView Advisory Group’s Wheaton Precious Metals WPM Stock Holding History

SageView Advisory Group’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 		– Sell
-70
Closed -$8.23K – 2437
2025
Q4 		$8.23K Buy
+70
New +$7.5K ﹤0.01% 1790
2024
Q2 		– Sell
-16,340
Closed -$308K – 811
2024
Q1 		$308K Buy
+16,340
New +$738K 0.02% 408

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SageView Advisory Group's WPM Position: Q1 2026 in Review

SageView Advisory Group sold out of Wheaton Precious Metals (WPM) in Q1 2026, closing a stake of 70 shares — an estimated $8.23K sold.

SageView Advisory Group first reported a position in WPM in Q1 2024 and held it in 2 quarters. The position peaked at $308K in Q1 2024. 858 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • SageView Advisory Group reported no remaining Wheaton Precious Metals position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 70 Wheaton Precious Metals shares in Q1 2026, an estimated $8.23K.
  • SageView Advisory Group first reported a position in Wheaton Precious Metals in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Wheaton Precious Metals position peaked at $308K in Q1 2024.
  • 858 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.