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U.S. Global Investors (USGI)’s Wheaton Precious Metals WPM Stock Holding History

U.S. Global Investors (USGI)’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
2019
Q2 		– Sell
-4,450
Closed -$630K – 215
2019
Q1 		$630K Buy
4,450
+1,450
+48% +$30.8K 0.3% 75
2018
Q4 		$336K Buy
+3,000
New +$51.2K 0.19% 116

Other funds holding WPM

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

U.S. Global Investors (USGI)'s WPM Position: Q2 2026 in Review

U.S. Global Investors (USGI) increased its Wheaton Precious Metals (WPM) stake by 380% in Q2 2026, buying an estimated $14.4M and bringing the position to 139,426 shares worth $15.7M. The position accounts for 1.51% of the portfolio, ranked #20.

U.S. Global Investors (USGI) first reported a position in WPM in Q1 2014 and has held it in 49 quarters since. The position peaked at $19M in Q3 2020. 488 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • U.S. Global Investors (USGI) held 139,426 shares of Wheaton Precious Metals worth $15.7M as of Q2 2026.
  • U.S. Global Investors (USGI) bought 110,362 Wheaton Precious Metals shares in Q2 2026, an estimated $14.4M.
  • Wheaton Precious Metals made up 1.51% of U.S. Global Investors (USGI)'s portfolio in Q2 2026, its #20 holding.
  • U.S. Global Investors (USGI) first reported a position in Wheaton Precious Metals in Q1 2014 and has held it in 49 quarters since.
  • U.S. Global Investors (USGI)'s Wheaton Precious Metals position peaked at $19M in Q3 2020.
  • 488 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on U.S. Global Investors (USGI)'s 13F filing for Q2 2026, filed 27 Jul 2026.