Ulland Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History

Ulland Investment Advisors’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	$53K	Hold	470	–	–	0.04%	121
2026 Q1	$62K	Hold	470	–	–	0.05%	111
2025 Q4	$55K	Hold	470	–	–	0.04%	114
2025 Q3	$53K	Hold	470	–	–	0.04%	114
2025 Q2	$42K	Hold	470	–	–	0.03%	119
2025 Q1	$36K	Hold	470	–	–	0.03%	125
2024 Q4	$26K	Hold	470	–	–	0.02%	142
2024 Q3	$29K	Hold	470	–	–	0.02%	126
2024 Q2	$25K	Hold	470	–	–	0.02%	135
2024 Q1	$22K	Hold	470	–	–	0.02%	144
2023 Q4	$23K	Hold	470	–	–	0.02%	132
2023 Q3	$19K	Hold	470	–	–	0.02%	146
2023 Q2	$20K	Hold	470	–	–	0.02%	142
2023 Q1	$23K	Hold	470	–	–	0.03%	124
2022 Q4	$18K	Hold	470	–	–	0.02%	141
2022 Q3	$15K	Hold	470	–	–	0.02%	149
2022 Q2	$17K	Hold	470	–	–	0.02%	151
2022 Q1	$22K	Hold	470	–	–	0.02%	148
2021 Q4	$20K	Buy	+470	New	+$19.4K	0.01%	148

Other funds holding WPM

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Ulland Investment Advisors's WPM Position: Q2 2026 in Review

Ulland Investment Advisors held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 470 shares worth $53K. The position accounts for 0.04% of the portfolio, ranked #121.

Ulland Investment Advisors first reported a position in WPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $62K in Q1 2026. 426 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Ulland Investment Advisors held 470 shares of Wheaton Precious Metals worth $53K as of Q2 2026.
Ulland Investment Advisors left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up 0.04% of Ulland Investment Advisors's portfolio in Q2 2026, its #121 holding.
Ulland Investment Advisors first reported a position in Wheaton Precious Metals in Q4 2021 and has held it in 19 quarters since.
Ulland Investment Advisors's Wheaton Precious Metals position peaked at $62K in Q1 2026.
426 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.