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Waddell & Associates’s Wheaton Precious Metals WPM Stock Holding History

Waddell & Associates’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 		$219K Hold
1,954
– – 0.01% 495
2026
Q1 		$256K Hold
1,954
– – 0.01% 369
2025
Q4 		$230K Hold
1,954
– – 0.02% 333
2025
Q3 		$219K Buy
+1,954
New +$191K 0.02% 286

Other funds holding WPM

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DS
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Waddell & Associates's WPM Position: Q2 2026 in Review

Waddell & Associates held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 1,954 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #495.

Waddell & Associates first reported a position in WPM in Q3 2025 and has held it in 4 quarters since. The position peaked at $256K in Q1 2026. 249 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Waddell & Associates held 1,954 shares of Wheaton Precious Metals worth $219K as of Q2 2026.
  • Waddell & Associates left its Wheaton Precious Metals share count unchanged in Q2 2026.
  • Wheaton Precious Metals made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #495 holding.
  • Waddell & Associates first reported a position in Wheaton Precious Metals in Q3 2025 and has held it in 4 quarters since.
  • Waddell & Associates's Wheaton Precious Metals position peaked at $256K in Q1 2026.
  • 249 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.