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Williamson Legacy Group’s Wheaton Precious Metals WPM Stock Holding History

Williamson Legacy Group’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 		$689K Sell
5,256
-20
-0.4% -$2.78K 0.52% 65
2025
Q4 		$620K Sell
5,276
-8,731
-62% -$935K 0.48% 75
2025
Q3 		$1.57M Buy
14,007
+771
+6% +$75.3K 1.21% 30
2025
Q2 		$1.19M Buy
+13,236
New +$1.11M 1% 48

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Williamson Legacy Group's WPM Position: Q1 2026 in Review

Williamson Legacy Group reduced its Wheaton Precious Metals (WPM) stake by 0.38% in Q1 2026, selling an estimated $2.78K and leaving 5,256 shares worth $689K. The position accounts for 0.52% of the portfolio, ranked #65.

Williamson Legacy Group first reported a position in WPM in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.57M in Q3 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Williamson Legacy Group held 5,256 shares of Wheaton Precious Metals worth $689K as of Q1 2026.
  • Williamson Legacy Group sold 20 Wheaton Precious Metals shares in Q1 2026, an estimated $2.78K.
  • Wheaton Precious Metals made up 0.52% of Williamson Legacy Group's portfolio in Q1 2026, its #65 holding.
  • Williamson Legacy Group first reported a position in Wheaton Precious Metals in Q2 2025 and has held it in 4 quarters since.
  • Williamson Legacy Group's Wheaton Precious Metals position peaked at $1.57M in Q3 2025.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Williamson Legacy Group's 13F filing for Q1 2026, filed 13 May 2026.