Verdence Capital Advisors’s Wheaton Precious Metals WPM Stock Holding History

Verdence Capital 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	$450K	Buy	4,002 +17	+0.4%	+$2.21K	0.02%	462
2026 Q1	$522K	Buy	3,985 +38	+1%	+$5.29K	0.03%	423
2025 Q4	$464K	Hold	3,947	–	–	0.03%	452
2025 Q3	$373K	Buy	3,947 +13	+0.3%	+$1.27K	0.02%	533
2025 Q2	$353K	Buy	3,934 +63	+2%	+$5.3K	0.02%	509
2025 Q1	$301K	Sell	3,871 -4	-0.1%	-$267	0.02%	526
2024 Q4	$218K	Hold	3,875	–	–	0.02%	592
2024 Q3	$237K	Buy	3,875 +20	+0.5%	+$1.19K	0.02%	575
2024 Q2	$202K	Buy	+3,855	New	+$206K	0.02%	571
2023 Q4	–	Sell	-5,834	Closed	-$237K	–	603
2023 Q3	$237K	Sell	5,834 -21	-0.4%	-$906	0.03%	503
2023 Q2	$253K	Buy	5,855 +20	+0.3%	+$950	0.03%	465
2023 Q1	$281K	Sell	5,835 -100	-2%	-$4.37K	0.03%	437
2022 Q4	$232K	Buy	+5,935	New	+$215K	0.03%	441
2022 Q3	–	Sell	-5,941	Closed	-$214K	–	550
2022 Q2	$214K	Buy	5,941 +6	+0.1%	+$260	0.03%	470
2022 Q1	$282K	Buy	5,935 +25	+0.4%	+$1.09K	0.03%	439
2021 Q4	$254K	Sell	5,910 -4,000	-40%	-$165K	0.03%	449
2021 Q3	$372K	Hold	9,910	–	–	0.05%	323
2021 Q2	$437K	Hold	9,910	–	–	0.06%	272
2021 Q1	$379K	Buy	9,910 +10	+0.1%	+$397	0.06%	288
2020 Q4	$413K	Hold	9,900	–	–	0.08%	233
2020 Q3	$486K	Hold	9,900	–	–	0.11%	192
2020 Q2	$436K	Hold	9,900	–	–	0.11%	199
2020 Q1	$273K	Hold	9,900	–	–	0.08%	221
2019 Q4	$295K	Hold	9,900	–	–	0.07%	235
2019 Q3	$260K	Buy	9,900 +100	+1%	+$2.69K	0.07%	245
2019 Q2	$237K	Hold	9,800	–	–	0.07%	254
2019 Q1	$233K	Buy	+9,800	New	+$208K	0.06%	234
2018 Q3	–	Sell	-9,800	Closed	-$216K	–	299
2018 Q2	$216K	Buy	+9,800	New	+$211K	0.05%	261
2018 Q1	–	Sell	-9,800	Closed	-$217K	–	321
2017 Q4	$217K	Buy	+9,800	New	+$204K	0.05%	255

Other funds holding WPM

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Verdence Capital Advisors's WPM Position: Q2 2026 in Review

Verdence Capital Advisors increased its Wheaton Precious Metals (WPM) stake by 0.43% in Q2 2026, buying an estimated $2.21K and bringing the position to 4,002 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #462.

Verdence Capital Advisors first reported a position in WPM in Q4 2017 and has held it in 29 quarters since. The position peaked at $522K in Q1 2026. 335 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Verdence Capital Advisors held 4,002 shares of Wheaton Precious Metals worth $450K as of Q2 2026.
Verdence Capital Advisors bought 17 Wheaton Precious Metals shares in Q2 2026, an estimated $2.21K.
Wheaton Precious Metals made up 0.02% of Verdence Capital Advisors's portfolio in Q2 2026, its #462 holding.
Verdence Capital Advisors first reported a position in Wheaton Precious Metals in Q4 2017 and has held it in 29 quarters since.
Verdence Capital Advisors's Wheaton Precious Metals position peaked at $522K in Q1 2026.
335 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.