Van Hulzen Asset Management’s Wheaton Precious Metals WPM Stock Holding History

Van Hulzen Asset 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	$440K	Sell	3,357 -350	-9%	-$48.7K	0.03%	242
2025 Q4	$436K	Hold	3,707	–	–	0.03%	234
2025 Q3	$415K	Hold	3,707	–	–	0.03%	240
2025 Q2	$333K	Sell	3,707 -30,869	-89%	-$2.6M	0.03%	245
2025 Q1	$2.68M	Sell	34,576 -38,518	-53%	-$2.57M	0.24%	79
2024 Q4	$4.11M	Buy	73,094 +3,629	+5%	+$225K	0.3%	72
2024 Q3	$4.24M	Sell	69,465 -34,927	-33%	-$2.08M	0.31%	70
2024 Q2	$5.47M	Buy	104,392 +24,657	+31%	+$1.32M	0.37%	63
2024 Q1	$3.76M	Sell	79,735 -1,000	-1%	-$45.2K	0.25%	75
2023 Q4	$3.98M	Buy	+80,735	New	+$3.65M	0.28%	68
2023 Q2	–	Sell	-141,515	Closed	-$6.81M	–	337
2023 Q1	$6.81M	Buy	141,515 +62,315	+79%	+$2.72M	0.64%	45
2022 Q4	$3.11M	Buy	79,200 +22,065	+39%	+$798K	0.36%	66
2022 Q3	$1.85M	Buy	57,135 +50,000	+701%	+$1.64M	0.23%	92
2022 Q2	$257K	Hold	7,135	–	–	0.03%	240
2022 Q1	$339K	Sell	7,135 -600	-8%	-$26.1K	0.04%	219
2021 Q4	$332K	Hold	7,735	–	–	0.04%	226
2021 Q3	$291K	Buy	7,735 +200	+3%	+$8.72K	0.04%	217
2021 Q2	$332K	Sell	7,535 -790	-9%	-$35.1K	0.05%	197
2021 Q1	$318K	Buy	8,325 +2,420	+41%	+$96K	0.05%	191
2020 Q4	$246K	Buy	5,905 +600	+11%	+$26.8K	0.04%	235
2020 Q3	$260K	Sell	5,305 -455	-8%	-$23.2K	0.04%	213
2020 Q2	$254K	Buy	+5,760	New	+$227K	0.04%	211
2019 Q1	–	Sell	-34,149	Closed	-$667K	–	251
2018 Q4	$667K	Buy	+34,149	New	+$582K	0.19%	87

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 $315B AUM 27.84% 1-Year Est. Return

Van Hulzen Asset Management's WPM Position: Q1 2026 in Review

Van Hulzen Asset Management reduced its Wheaton Precious Metals (WPM) stake by 9.4% in Q1 2026, selling an estimated $48.7K and leaving 3,357 shares worth $440K. The position accounts for 0.03% of the portfolio, ranked #242.

Van Hulzen Asset Management first reported a position in WPM in Q4 2018 and has held it in 23 quarters since. The position peaked at $6.81M in Q1 2023. 852 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Van Hulzen Asset Management held 3,357 shares of Wheaton Precious Metals worth $440K as of Q1 2026.
Van Hulzen Asset Management sold 350 Wheaton Precious Metals shares in Q1 2026, an estimated $48.7K.
Wheaton Precious Metals made up 0.03% of Van Hulzen Asset Management's portfolio in Q1 2026, its #242 holding.
Van Hulzen Asset Management first reported a position in Wheaton Precious Metals in Q4 2018 and has held it in 23 quarters since.
Van Hulzen Asset Management's Wheaton Precious Metals position peaked at $6.81M in Q1 2023.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.