Wealthspire Advisors (New York)’s Wheaton Precious Metals WPM Stock Holding History

Wealthspire Advisors (New York)’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	–	Sell	-2,435	Closed	-$286K	–	1107
2025 Q4	$286K	Buy	2,435 +1,661	+215%	+$178K	﹤0.01%	815
2025 Q3	$86.6K	Buy	+774	New	+$75.6K	﹤0.01%	1052
2019 Q1	–	Sell	-241	Closed	-$5K	–	804
2018 Q4	$5K	Buy	+241	New	+$4.11K	﹤0.01%	659

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 $59.9B AUM 27.01% 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 $115B AUM 41.58% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s WPM Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Wheaton Precious Metals (WPM) in Q1 2026, closing a stake of 2,435 shares — an estimated $286K sold.

Wealthspire Advisors (New York) first reported a position in WPM in Q4 2018 and held it in 3 quarters. The position peaked at $286K in Q4 2025. 853 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining Wheaton Precious Metals position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 2,435 Wheaton Precious Metals shares in Q1 2026, an estimated $286K.
Wealthspire Advisors (New York) first reported a position in Wheaton Precious Metals in Q4 2018 and held it in 3 quarters.
Wealthspire Advisors (New York)'s Wheaton Precious Metals position peaked at $286K in Q4 2025.
853 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.