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Spire Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Spire Wealth 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 		$970K Buy
8,633
+144
+2% +$18.7K 0.03% 396
2026
Q1 		$1.11M Sell
8,489
-118
-1% -$16.4K 0.04% 366
2025
Q4 		$1.01M Sell
8,607
-678
-7% -$72.6K 0.03% 387
2025
Q3 		$1.04M Buy
9,285
+733
+9% +$71.6K 0.04% 373
2025
Q2 		$768K Sell
8,552
-325
-4% -$27.4K 0.03% 417
2025
Q1 		$689K Buy
8,877
+3,200
+56% +$214K 0.02% 488
2024
Q4 		$319K Sell
5,677
-37
-0.6% -$2.29K 0.01% 688
2024
Q3 		$349K Buy
5,714
+842
+17% +$50.1K 0.01% 604
2024
Q2 		$255K Buy
4,872
+271
+6% +$14.5K 0.01% 655
2024
Q1 		$217K Buy
4,601
+138
+3% +$6.23K ﹤0.01% 747
2023
Q4 		$206K Buy
4,463
+39
+0.9% +$1.76K 0.01% 754
2023
Q3 		$179K Buy
4,424
+4,058
+1,109% +$175K 0.01% 743
2023
Q2 		$15.8K Sell
366
-60
-14% -$2.85K ﹤0.01% 1669
2023
Q1 		$20.5K Hold
426
– – ﹤0.01% 1607
2022
Q4 		$17K Hold
426
– – ﹤0.01% 1445
2022
Q3 		$14K Sell
426
-399
-48% -$13.1K ﹤0.01% 1472
2022
Q2 		$30K Sell
825
-500
-38% -$21.7K ﹤0.01% 1509
2022
Q1 		$63K Buy
1,325
+754
+132% +$32.8K ﹤0.01% 1360
2021
Q4 		$25K Buy
571
+174
+44% +$7.17K ﹤0.01% 2046
2021
Q3 		$15K Hold
397
– – ﹤0.01% 1977
2021
Q2 		$17K Buy
397
+72
+22% +$3.2K ﹤0.01% 1955
2021
Q1 		$15K Buy
+325
New +$12.9K ﹤0.01% 2278

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 $59.9B AUM 27.01% 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

Spire Wealth Management's WPM Position: Q2 2026 in Review

Spire Wealth Management increased its Wheaton Precious Metals (WPM) stake by 1.7% in Q2 2026, buying an estimated $18.7K and bringing the position to 8,633 shares worth $970K. The position accounts for 0.03% of the portfolio, ranked #396.

Spire Wealth Management first reported a position in WPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.11M in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Spire Wealth Management held 8,633 shares of Wheaton Precious Metals worth $970K as of Q2 2026.
  • Spire Wealth Management bought 144 Wheaton Precious Metals shares in Q2 2026, an estimated $18.7K.
  • Wheaton Precious Metals made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #396 holding.
  • Spire Wealth Management first reported a position in Wheaton Precious Metals in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Wheaton Precious Metals position peaked at $1.11M in Q1 2026.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.