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WNY Asset Management’s Wheaton Precious Metals WPM Stock Holding History

WNY Asset Management’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 		$944K Buy
+7,209
New +$1M 0.1% 105
2025
Q3 		$610K Sell
5,454
-369
-6% -$36.1K 0.06% 127
2025
Q2 		$523K Sell
5,823
-950
-14% -$80K 0.06% 135
2025
Q1 		$526K Buy
6,773
+235
+4% +$15.7K 0.06% 137
2024
Q4 		$368K Sell
6,538
-226
-3% -$14K 0.05% 150
2024
Q3 		$413K Sell
6,764
-750
-10% -$44.6K 0.05% 163
2024
Q2 		$394K Sell
7,514
-550
-7% -$29.4K 0.05% 163
2024
Q1 		$380K Sell
8,064
-522
-6% -$23.6K 0.06% 167
2023
Q4 		$424K Sell
8,586
-240
-3% -$10.9K 0.07% 154
2023
Q3 		$358K Sell
8,826
-800
-8% -$34.5K 0.07% 159
2023
Q2 		$416K Sell
9,626
-1,329
-12% -$63.2K 0.09% 136
2023
Q1 		$528K Sell
10,955
-1,545
-12% -$67.5K 0.13% 114
2022
Q4 		$489K Sell
12,500
-950
-7% -$34.3K 0.13% 113
2022
Q3 		$434K Buy
13,450
+6,525
+94% +$214K 0.16% 104
2022
Q2 		$249K Buy
6,925
+100
+1% +$4.34K 0.08% 136
2022
Q1 		$326K Buy
6,825
+100
+1% +$4.35K 0.1% 125
2021
Q4 		$289K Buy
+6,725
New +$277K 0.09% 127

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

WNY Asset Management's WPM Position: Q1 2026 in Review

WNY Asset Management opened a new position in Wheaton Precious Metals (WPM) in Q1 2026: 7,209 shares worth $944K. The stake represents 0.1% of the portfolio and ranks #105 among its holdings. This is a return to the name: WNY Asset Management previously reported a position in WPM as recently as Q3 2025.

WNY Asset Management first reported a position in WPM in Q4 2021 and has held it in 17 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • WNY Asset Management held 7,209 shares of Wheaton Precious Metals worth $944K as of Q1 2026.
  • Wheaton Precious Metals was a new WNY Asset Management position in Q1 2026.
  • Wheaton Precious Metals made up 0.1% of WNY Asset Management's portfolio in Q1 2026, its #105 holding.
  • WNY Asset Management first reported a position in Wheaton Precious Metals in Q4 2021 and has held it in 17 quarters since.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.