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United Capital Financial Advisors’s Wheaton Precious Metals WPM Stock Holding History

United Capital Financial 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
Q1 		$239K Buy
1,827
+4
+0.2% +$556 ﹤0.01% 1472
2025
Q4 		$214K Buy
+1,823
New +$195K ﹤0.01% 1302
2023
Q2 		– Sell
-30,363
Closed -$1.46M – 987
2023
Q1 		$1.46M Sell
30,363
-663
-2% -$29K 0.01% 500
2022
Q4 		$1.21M Buy
31,026
+443
+1% +$16K 0.01% 573
2022
Q3 		$990K Buy
30,583
+190
+0.6% +$6.24K 0.01% 616
2022
Q2 		$1.09M Sell
30,393
-256
-0.8% -$11.1K 0.01% 621
2022
Q1 		$1.46M Buy
30,649
+343
+1% +$14.9K 0.01% 592
2021
Q4 		$1.3M Buy
30,306
+71
+0.2% +$2.92K 0.01% 628
2021
Q3 		$1.14M Hold
30,235
– – 0.01% 641
2021
Q2 		$1.33M Sell
30,235
-2,052
-6% -$91.3K 0.01% 625
2021
Q1 		$1.23M Sell
32,287
-454
-1% -$18K 0.01% 612
2020
Q4 		$1.37M Sell
32,741
-500
-2% -$22.3K 0.01% 595
2020
Q3 		$1.63M Buy
33,241
+2,052
+7% +$105K 0.01% 548
2020
Q2 		$1.37M Buy
31,189
+330
+1% +$13K 0.01% 587
2020
Q1 		$850K Sell
30,859
-5,120
-14% -$148K 0.01% 673
2019
Q4 		$1.07M Buy
35,979
+5,664
+19% +$155K 0.01% 753
2019
Q3 		$795K Sell
30,315
-3,229
-10% -$86.9K 0.01% 813
2019
Q2 		$811K Buy
+33,544
New +$744K 0.01% 878
2016
Q4 		– Sell
-7,437
Closed -$201K – 1334
2016
Q3 		$201K Buy
+7,437
New +$205K ﹤0.01% 1187
2013
Q4 		– Sell
-17,270
Closed -$428K – 772
2013
Q3 		$428K Buy
17,270
+1,648
+11% +$39.2K 0.01% 477
2013
Q2 		$307K Buy
+15,622
New +$372K 0.01% 595

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

United Capital Financial Advisors's WPM Position: Q1 2026 in Review

United Capital Financial Advisors increased its Wheaton Precious Metals (WPM) stake by 0.22% in Q1 2026, buying an estimated $556 and bringing the position to 1,827 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

United Capital Financial Advisors first reported a position in WPM in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.63M in Q3 2020. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • United Capital Financial Advisors held 1,827 shares of Wheaton Precious Metals worth $239K as of Q1 2026.
  • United Capital Financial Advisors bought 4 Wheaton Precious Metals shares in Q1 2026, an estimated $556.
  • Wheaton Precious Metals made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1472 holding.
  • United Capital Financial Advisors first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 21 quarters since.
  • United Capital Financial Advisors's Wheaton Precious Metals position peaked at $1.63M in Q3 2020.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.