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Wheaton Precious Metals Corp shares owned by UMA Financial Services

Quarter-by-quarter ownership of Wheaton Precious Metals Corp (WPM) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Wheaton Precious Metals Corp

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All positions including Wheaton Precious Metals Corp held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wheaton Precious Metals Corp by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $219k 2.0k 111.84
2025-06-30 $176k 2.0k 89.80
2025-03-31 $152k 2.0k 77.63
2024-12-31 $110k 2.0k 56.24
2024-03-31 $203k 4.0k 51.26

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Wheaton Precious Metals Corp

Capital World Investors
Vanguard Group
First Eagle Investment Management
FMR
Van Eck Associates Corp.
Royal Bank of Canada
Fil
Capital Research and Management Company - Division 3
TD Asset Management
Mirae Asset Global Etfs Holdings
Massachusetts Financial Services
Goldman Sachs Group
Bank Of Montreal
Geode Capital Management
Arrowstreet Capital, Limited Partnership

View all funds holding Wheaton Precious Metals Corp