WAM
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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
Q2 		$819K Buy
7,294
+85
+1% +$11.1K 0.07% 119
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 $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

WNY Asset Management's WPM Position: Q2 2026 in Review

WNY Asset Management increased its Wheaton Precious Metals (WPM) stake by 1.2% in Q2 2026, buying an estimated $11.1K and bringing the position to 7,294 shares worth $819K. The position accounts for 0.07% of the portfolio, ranked #119.

WNY Asset Management first reported a position in WPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $944K in Q1 2026. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • WNY Asset Management held 7,294 shares of Wheaton Precious Metals worth $819K as of Q2 2026.
  • WNY Asset Management bought 85 Wheaton Precious Metals shares in Q2 2026, an estimated $11.1K.
  • Wheaton Precious Metals made up 0.07% of WNY Asset Management's portfolio in Q2 2026, its #119 holding.
  • WNY Asset Management first reported a position in Wheaton Precious Metals in Q4 2021 and has held it in 18 quarters since.
  • WNY Asset Management's Wheaton Precious Metals position peaked at $944K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.