WAG
WPM icon

Windsor Advisory Group’s Wheaton Precious Metals WPM Stock Holding History

Windsor Advisory 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 		– Sell
-2,120
Closed -$249K – 103
2025
Q4 		$249K Buy
+2,120
New +$227K 0.22% 51

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

Windsor Advisory Group's WPM Position: Q1 2026 in Review

Windsor Advisory Group sold out of Wheaton Precious Metals (WPM) in Q1 2026, closing a stake of 2,120 shares — an estimated $249K sold.

Windsor Advisory Group first reported a position in WPM in Q4 2025 and held it in 1 quarter. The position peaked at $249K in Q4 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Windsor Advisory Group reported no remaining Wheaton Precious Metals position as of Q1 2026 after selling out during the quarter.
  • Windsor Advisory Group sold 2,120 Wheaton Precious Metals shares in Q1 2026, an estimated $249K.
  • Windsor Advisory Group first reported a position in Wheaton Precious Metals in Q4 2025 and held it in 1 quarter.
  • Windsor Advisory Group's Wheaton Precious Metals position peaked at $249K in Q4 2025.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.