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Shikiar Asset Management’s Wheaton Precious Metals WPM Stock Holding History

Shikiar Asset 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 		$6.97M Sell
62,030
-6,965
-10% -$906K 1.76% 14
2026
Q1 		$9.04M Sell
68,995
-4,450
-6% -$619K 2.61% 11
2025
Q4 		$8.63M Buy
73,445
+14,670
+25% +$1.57M 2.15% 13
2025
Q3 		$6.57M Buy
+58,775
New +$5.74M 1.65% 25

Other funds holding WPM

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Shikiar Asset Management's WPM Position: Q2 2026 in Review

Shikiar Asset Management reduced its Wheaton Precious Metals (WPM) stake by 10% in Q2 2026, selling an estimated $906K and leaving 62,030 shares worth $6.97M. The position accounts for 1.76% of the portfolio, ranked #14.

Shikiar Asset Management first reported a position in WPM in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.04M in Q1 2026. 316 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Shikiar Asset Management held 62,030 shares of Wheaton Precious Metals worth $6.97M as of Q2 2026.
  • Shikiar Asset Management sold 6,965 Wheaton Precious Metals shares in Q2 2026, an estimated $906K.
  • Wheaton Precious Metals made up 1.76% of Shikiar Asset Management's portfolio in Q2 2026, its #14 holding.
  • Shikiar Asset Management first reported a position in Wheaton Precious Metals in Q3 2025 and has held it in 4 quarters since.
  • Shikiar Asset Management's Wheaton Precious Metals position peaked at $9.04M in Q1 2026.
  • 316 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Shikiar Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.