Institutional Ownership Wheaton Precious Metals Corp. (WPM)
This table provides information about the institutional ownership of Wheaton Precious Metals Corp. (WPM). We have compiled data on the 736 institutions that hold shares in the stock, with a total of 269 Million shares, which have been reported (via 13F filing form) to have a value of $21.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
5,069
shares
|
$420,625
0.01% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
5,042
shares
|
$418,385
0.01% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
4,991
shares
|
$414,153
0.0% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Fora Capital, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
4,940
shares
|
$409,921
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
4,912
shares
|
$407,597
0.0% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
4,844
shares
|
$401,955
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
4,825
shares
|
$400,378
0.06% of portfolio
|
Q1 2025
Added 17.88%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
4,769
shares
|
$395,731
0.02% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
4,767
shares
|
$395,565
0.01% of portfolio
|
Q1 2025
Added 13.53%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
4,737
shares
|
$393,076
0.08% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
4,728
shares
|
$392,329
0.04% of portfolio
|
Q2 2024
Added 3.91%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,711
shares
|
$390,918
0.0% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,700
shares
|
$390,006
0.08% of portfolio
|
Q3 2022
Reduced 26.76%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
4,686
shares
|
$388,844
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
4,640
shares
|
$385,027
0.03% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,622
shares
|
$383,533
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
4,497
shares
|
$373,161
0.03% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
4,492
shares
|
$372,746
0.02% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
4,457
shares
|
$369,841
0.0% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,422
shares
|
$366,937
0.01% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
4,400
shares
|
$365,112
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
4,398
shares
|
$364,946
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
4,370
shares
|
$362,622
0.03% of portfolio
|
Q4 2024
Reduced 98.43%
|
|
|
Brave Asset Management Inc
|
Apr 10, 2025 Q1 2025 |
4,305
shares
|
$357,228
0.1% of portfolio
|
Q2 2024
Reduced 13.38%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
4,285
shares
|
$355,569
0.32% of portfolio
|
Q1 2025
Reduced 1.15%
|