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

Tradition 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 Q1	$611K	Sell	4,666 -62	-1%	-$8.62K	0.04%	260
2025 Q4	$556K	Hold	4,728	–	–	0.04%	273
2025 Q3	$529K	Hold	4,728	–	–	0.04%	280
2025 Q2	$425K	Hold	4,728	–	–	0.03%	293
2025 Q1	$367K	Hold	4,728	–	–	0.03%	301
2024 Q4	$266K	Hold	4,728	–	–	0.02%	340
2024 Q3	$289K	Hold	4,728	–	–	0.03%	328
2024 Q2	$248K	Buy	4,728 +178	+4%	+$9.52K	0.02%	344
2024 Q1	$214K	Hold	4,550	–	–	0.02%	363
2023 Q4	$224K	Hold	4,550	–	–	0.02%	309
2023 Q3	$185K	Hold	4,550	–	–	0.02%	319
2023 Q2	$197K	Buy	4,550 +100	+2%	+$4.75K	0.02%	313
2023 Q1	$214K	Hold	4,450	–	–	0.03%	297
2022 Q4	$174K	Buy	4,450 +1,700	+62%	+$61.5K	0.02%	283
2022 Q3	$89K	Hold	2,750	–	–	0.01%	383
2022 Q2	$99K	Hold	2,750	–	–	0.01%	360
2022 Q1	$131K	Hold	2,750	–	–	0.02%	354
2021 Q4	$118K	Buy	2,750 +200	+8%	+$8.24K	0.01%	373
2021 Q3	$96K	Hold	2,550	–	–	0.01%	383
2021 Q2	$112K	Buy	+2,550	New	+$113K	0.02%	372

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

Tradition Wealth Management's WPM Position: Q1 2026 in Review

Tradition Wealth Management reduced its Wheaton Precious Metals (WPM) stake by 1.3% in Q1 2026, selling an estimated $8.62K and leaving 4,666 shares worth $611K. The position accounts for 0.04% of the portfolio, ranked #260.

Tradition Wealth Management first reported a position in WPM in Q2 2021 and has held it in 20 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Tradition Wealth Management held 4,666 shares of Wheaton Precious Metals worth $611K as of Q1 2026.
Tradition Wealth Management sold 62 Wheaton Precious Metals shares in Q1 2026, an estimated $8.62K.
Wheaton Precious Metals made up 0.04% of Tradition Wealth Management's portfolio in Q1 2026, its #260 holding.
Tradition Wealth Management first reported a position in Wheaton Precious Metals in Q2 2021 and has held it in 20 quarters since.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.