Sigma Planning Corp’s Wheaton Precious Metals WPM Stock Holding History

Sigma Planning Corp’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	–	Sell	-9,574	Closed	-$1.25M	–	1474
2026 Q1	$1.25M	Buy	+9,574	New	+$1.33M	0.03%	483
2022 Q2	–	Sell	-4,285	Closed	-$204K	–	1448
2022 Q1	$204K	Buy	+4,285	New	+$186K	0.01%	1254
2021 Q3	–	Sell	-19,801	Closed	-$873K	–	1506
2021 Q2	$873K	Buy	19,801 +11,694	+144%	+$520K	0.03%	606
2021 Q1	$310K	Buy	+8,107	New	+$322K	0.01%	971
2020 Q3	–	Sell	-5,542	Closed	-$244K	–	1172
2020 Q2	$244K	Sell	5,542 -24,200	-81%	-$952K	0.01%	863
2020 Q1	$819K	Buy	+29,742	New	+$858K	0.05%	363
2018 Q4	–	Sell	-10,089	Closed	-$177K	–	989
2018 Q3	$177K	Buy	+10,089	New	+$193K	0.01%	890
2017 Q1	–	Sell	-10,995	Closed	-$212K	–	819
2016 Q4	$212K	Sell	10,995 -614	-5%	-$12.8K	0.02%	623
2016 Q3	$314K	Buy	11,609 +2,162	+23%	+$59.5K	0.04%	502
2016 Q2	$222K	Sell	9,447 -32,939	-78%	-$635K	0.03%	581
2016 Q1	$703K	Sell	42,386 -10,327	-20%	-$150K	0.1%	239
2015 Q4	$655K	Sell	52,713 -1,795	-3%	-$23.7K	0.09%	246
2015 Q3	$655K	Sell	54,508 -5,033	-8%	-$65.7K	0.1%	229
2015 Q2	$1.03M	Buy	59,541 +4,453	+8%	+$85.6K	0.14%	175
2015 Q1	$1.05M	Sell	55,088 -2,118	-4%	-$45.1K	0.14%	181
2014 Q4	$1.16M	Buy	+57,206	New	+$1.14M	0.15%	158

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Sigma Planning Corp's WPM Position: Q2 2026 in Review

Sigma Planning Corp sold out of Wheaton Precious Metals (WPM) in Q2 2026, closing a stake of 9,574 shares — an estimated $1.25M sold.

Sigma Planning Corp first reported a position in WPM in Q4 2014 and held it in 16 quarters. The position peaked at $1.25M in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Sigma Planning Corp reported no remaining Wheaton Precious Metals position as of Q2 2026 after selling out during the quarter.
Sigma Planning Corp sold 9,574 Wheaton Precious Metals shares in Q2 2026, an estimated $1.25M.
Sigma Planning Corp first reported a position in Wheaton Precious Metals in Q4 2014 and held it in 16 quarters.
Sigma Planning Corp's Wheaton Precious Metals position peaked at $1.25M in Q1 2026.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.