Stifel Financial’s Wheaton Precious Metals WPM Stock Holding History

Stifel Financial’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	$14.5M	Sell	110,673 -2,046	-2%	-$285K	0.01%	769
2025 Q4	$13.2M	Sell	112,719 -60,887	-35%	-$6.52M	0.01%	822
2025 Q3	$19.4M	Buy	173,606 +75,075	+76%	+$7.34M	0.02%	640
2025 Q2	$8.85M	Sell	98,531 -7,160	-7%	-$603K	0.01%	950
2025 Q1	$8.2M	Sell	105,691 -2,999	-3%	-$200K	0.01%	934
2024 Q4	$6.11M	Buy	108,690 +24,588	+29%	+$1.52M	0.01%	1097
2024 Q3	$5.14M	Sell	84,102 -1,204	-1%	-$71.6K	0.01%	1188
2024 Q2	$4.47M	Sell	85,306 -5,079	-6%	-$272K	0.01%	1209
2024 Q1	$4.26M	Buy	90,385 +7,966	+10%	+$360K	﹤0.01%	1238
2023 Q4	$4.07M	Buy	82,419 +1,420	+2%	+$64.2K	0.01%	1219
2023 Q3	$3.28M	Buy	80,999 +3,730	+5%	+$161K	﹤0.01%	1267
2023 Q2	$3.34M	Sell	77,269 -66,113	-46%	-$3.14M	﹤0.01%	1291
2023 Q1	$6.91M	Buy	143,382 +48,898	+52%	+$2.14M	0.01%	840
2022 Q4	$3.69M	Buy	94,484 +10,103	+12%	+$365K	0.01%	1147
2022 Q3	$2.73M	Buy	84,381 +3,529	+4%	+$116K	﹤0.01%	1258
2022 Q2	$2.91M	Buy	80,852 +7,903	+11%	+$343K	﹤0.01%	1251
2022 Q1	$3.47M	Sell	72,949 -45,074	-38%	-$1.96M	﹤0.01%	1251
2021 Q4	$5.07M	Buy	118,023 +64,903	+122%	+$2.67M	0.01%	1062
2021 Q3	$2M	Sell	53,120 -68,989	-56%	-$3.01M	﹤0.01%	1581
2021 Q2	$5.38M	Buy	122,109 +35,302	+41%	+$1.57M	0.01%	980
2021 Q1	$3.32M	Buy	86,807 +30,893	+55%	+$1.23M	0.01%	1203
2020 Q4	$2.33M	Buy	55,914 +21,833	+64%	+$975K	﹤0.01%	1294
2020 Q3	$1.67M	Sell	34,081 -6,327	-16%	-$323K	﹤0.01%	1318
2020 Q2	$1.78M	Buy	40,408 +7,423	+23%	+$292K	﹤0.01%	1223
2020 Q1	$912K	Sell	32,985 -6,588	-17%	-$190K	﹤0.01%	1492
2019 Q4	$1.18M	Sell	39,573 -7,024	-15%	-$192K	﹤0.01%	1703
2019 Q3	$1.21M	Buy	46,597 +10,342	+29%	+$278K	﹤0.01%	1632
2019 Q2	$875K	Sell	36,255 -5,855	-14%	-$130K	﹤0.01%	1884
2019 Q1	$1.01M	Sell	42,110 -6,192	-13%	-$132K	﹤0.01%	1641
2018 Q4	$948K	Sell	48,302 -2,596	-5%	-$44.3K	﹤0.01%	1557
2018 Q3	$903K	Sell	50,898 -13,667	-21%	-$262K	﹤0.01%	1744
2018 Q2	$1.43M	Sell	64,565 -7,094	-10%	-$153K	﹤0.01%	1401
2018 Q1	$1.45M	Sell	71,659 -12,283	-15%	-$252K	﹤0.01%	1340
2017 Q4	$1.86M	Buy	83,942 +8,646	+11%	+$180K	0.01%	1182
2017 Q3	$1.45M	Buy	75,296 +14,243	+23%	+$280K	0.01%	1292
2017 Q2	$1.21M	Buy	61,053 +1,519	+3%	+$31K	﹤0.01%	1378
2017 Q1	$1.24M	Buy	59,534 +9,650	+19%	+$201K	﹤0.01%	1331
2016 Q4	$966K	Sell	49,884 -18,911	-27%	-$394K	﹤0.01%	1412
2016 Q3	$1.87M	Sell	68,795 -4,783	-7%	-$132K	0.01%	1027
2016 Q2	$1.73M	Buy	73,578 +12,931	+21%	+$249K	0.01%	1070
2016 Q1	$1.01M	Sell	60,647 -14,443	-19%	-$209K	0.01%	1232
2015 Q4	$932K	Buy	75,090 +62,786	+510%	+$829K	﹤0.01%	1336
2015 Q3	$148K	Sell	12,304 -5,313	-30%	-$69.3K	﹤0.01%	2086
2015 Q2	$297K	Buy	17,617 +89	+0.5%	+$1.71K	﹤0.01%	1966
2015 Q1	$334K	Buy	17,528 +2,196	+14%	+$46.7K	﹤0.01%	1847
2014 Q4	$312K	Sell	15,332 -4,678	-23%	-$93K	﹤0.01%	1859
2014 Q3	$399K	Buy	20,010 +2,973	+17%	+$74K	﹤0.01%	1656
2014 Q2	$448K	Buy	17,037 +6,691	+65%	+$150K	﹤0.01%	1558
2014 Q1	$235K	Buy	+10,346	New	+$244K	﹤0.01%	1850

Other funds holding WPM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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 Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Stifel Financial's WPM Position: Q1 2026 in Review

Stifel Financial reduced its Wheaton Precious Metals (WPM) stake by 1.8% in Q1 2026, selling an estimated $285K and leaving 110,673 shares worth $14.5M. The position accounts for 0.01% of the portfolio, ranked #769.

Stifel Financial first reported a position in WPM in Q1 2014 and has held it in 49 quarters since. The position peaked at $19.4M in Q3 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Stifel Financial held 110,673 shares of Wheaton Precious Metals worth $14.5M as of Q1 2026.
Stifel Financial sold 2,046 Wheaton Precious Metals shares in Q1 2026, an estimated $285K.
Wheaton Precious Metals made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #769 holding.
Stifel Financial first reported a position in Wheaton Precious Metals in Q1 2014 and has held it in 49 quarters since.
Stifel Financial's Wheaton Precious Metals position peaked at $19.4M in Q3 2025.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.