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Valeo Financial Advisors’s Wheaton Precious Metals WPM Stock Holding History

Valeo 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
Q3 		$415K Buy
3,106
+240
+8% +$31.8K 0.01% 517
2026
Q2 		$322K Sell
2,866
-698
-20% -$90.8K 0.01% 604
2026
Q1 		$467K Sell
3,564
-1,153
-24% -$160K 0.01% 433
2025
Q4 		$554K Buy
4,717
+254
+6% +$27.2K 0.01% 434
2025
Q3 		$499K Hold
4,463
– – 0.01% 464
2025
Q2 		$401K Buy
4,463
+41
+0.9% +$3.45K 0.01% 501
2025
Q1 		$343K Hold
4,422
– – 0.01% 501
2024
Q4 		$249K Sell
4,422
-1
-0% -$62 0.01% 600
2024
Q3 		$270K Buy
+4,423
New +$263K 0.01% 562
2021
Q2 		– Sell
-2,950
Closed -$113K – 1840
2021
Q1 		$113K Buy
2,950
+1,000
+51% +$39.7K 0.01% 580
2020
Q4 		$81K Buy
1,950
+1,148
+143% +$51.3K ﹤0.01% 628
2020
Q3 		$39K Sell
802
-200
-20% -$10.2K ﹤0.01% 731
2020
Q2 		$44K Buy
1,002
+35
+4% +$1.38K ﹤0.01% 783
2020
Q1 		$30K Buy
967
+73
+8% +$2.11K ﹤0.01% 773
2019
Q4 		$27K Hold
894
– – ﹤0.01% 852
2019
Q3 		$23K Hold
894
– – ﹤0.01% 816
2019
Q2 		$22K Buy
894
+58
+7% +$1.29K ﹤0.01% 824
2019
Q1 		$20K Sell
836
-500
-37% -$10.6K ﹤0.01% 797
2018
Q4 		$26K Sell
1,336
-250
-16% -$4.26K ﹤0.01% 637
2018
Q3 		$26K Hold
1,586
– – ﹤0.01% 695
2018
Q2 		$32K Hold
1,586
– – ﹤0.01% 643
2018
Q1 		$32K Hold
1,586
– – 0.01% 597
2017
Q4 		$35K Buy
1,586
+800
+102% +$16.7K 0.01% 548
2017
Q3 		$15K Buy
+786
New +$15.5K ﹤0.01% 620

Other funds holding WPM

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Valeo Financial Advisors's WPM Position: Q3 2026 in Review

Valeo Financial Advisors increased its Wheaton Precious Metals (WPM) stake by 8.4% in Q3 2026, buying an estimated $31.8K and bringing the position to 3,106 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #517.

Valeo Financial Advisors first reported a position in WPM in Q3 2017 and has held it in 24 quarters since. The position peaked at $554K in Q4 2025. 29 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

  • Valeo Financial Advisors held 3,106 shares of Wheaton Precious Metals worth $415K as of Q3 2026.
  • Valeo Financial Advisors bought 240 Wheaton Precious Metals shares in Q3 2026, an estimated $31.8K.
  • Wheaton Precious Metals made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #517 holding.
  • Valeo Financial Advisors first reported a position in Wheaton Precious Metals in Q3 2017 and has held it in 24 quarters since.
  • Valeo Financial Advisors's Wheaton Precious Metals position peaked at $554K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.