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Stephens Inc’s Wheaton Precious Metals WPM Stock Holding History

Stephens Inc’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 		$1.05M Sell
7,987
-567
-7% -$78.9K 0.01% 626
2025
Q4 		$1.01M Sell
8,554
-1,434
-14% -$154K 0.01% 627
2025
Q3 		$1.12M Buy
9,988
+1,024
+11% +$100K 0.01% 614
2025
Q2 		$805K Sell
8,964
-247
-3% -$20.8K 0.01% 690
2025
Q1 		$715K Sell
9,211
-2,624
-22% -$175K 0.01% 695
2024
Q4 		$666K Buy
11,835
+454
+4% +$28.1K 0.01% 727
2024
Q3 		$695K Sell
11,381
-49
-0.4% -$2.91K 0.01% 715
2024
Q2 		$599K Buy
11,430
+131
+1% +$7K 0.01% 719
2024
Q1 		$533K Buy
11,299
+856
+8% +$38.7K 0.01% 785
2023
Q4 		$515K Buy
10,443
+1,009
+11% +$45.6K 0.01% 736
2023
Q3 		$383K Sell
9,434
-108
-1% -$4.66K 0.01% 816
2023
Q2 		$412K Buy
9,542
+3,396
+55% +$161K 0.01% 805
2023
Q1 		$296K Buy
6,146
+363
+6% +$15.9K 0.01% 878
2022
Q4 		$226K Buy
+5,783
New +$209K ﹤0.01% 957
2022
Q3 		– Sell
-6,841
Closed -$246K – 1264
2022
Q2 		$246K Sell
6,841
-498
-7% -$21.6K 0.01% 995
2022
Q1 		$349K Buy
7,339
+736
+11% +$32K 0.01% 957
2021
Q4 		$283K Sell
6,603
-1,367
-17% -$56.3K ﹤0.01% 1066
2021
Q3 		$300K Buy
7,970
+57
+0.7% +$2.49K ﹤0.01% 1050
2021
Q2 		$349K Buy
7,913
+556
+8% +$24.7K 0.01% 986
2021
Q1 		$281K Sell
7,357
-87
-1% -$3.45K ﹤0.01% 1027
2020
Q4 		$311K Sell
7,444
-1,577
-17% -$70.4K 0.01% 907
2020
Q3 		$443K Sell
9,021
-10,248
-53% -$522K 0.01% 763
2020
Q2 		$849K Buy
19,269
+9,108
+90% +$358K 0.02% 562
2020
Q1 		$280K Buy
+10,161
New +$293K 0.01% 795

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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

Stephens Inc's WPM Position: Q1 2026 in Review

Stephens Inc reduced its Wheaton Precious Metals (WPM) stake by 6.6% in Q1 2026, selling an estimated $78.9K and leaving 7,987 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #626.

Stephens Inc first reported a position in WPM in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.12M in Q3 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Stephens Inc held 7,987 shares of Wheaton Precious Metals worth $1.05M as of Q1 2026.
  • Stephens Inc sold 567 Wheaton Precious Metals shares in Q1 2026, an estimated $78.9K.
  • Wheaton Precious Metals made up 0.01% of Stephens Inc's portfolio in Q1 2026, its #626 holding.
  • Stephens Inc first reported a position in Wheaton Precious Metals in Q1 2020 and has held it in 24 quarters since.
  • Stephens Inc's Wheaton Precious Metals position peaked at $1.12M in Q3 2025.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.