Back to WPM

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → WPM

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WPM Position History

Wheaton Precious Metals Corp. • Basic Materials

Quarters held
5
Latest value
$6M
Q3 2026
Peak value
$7.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6.3M
Q4 2025$7.5M
Q1 2026$5.9M
Q2 2026$4.7M
Q3 2026$6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6M44.6K——
Q2 2026$4.7M43.0K——
Q1 2026$5.9M43.5K——
Q4 2025$7.5M59.6K——
Q3 2025$6.3M58.0K——

Other funds holding WPM

Other WEALTH ENHANCEMENT ADVISORY SERVICES, LLC positions

ETHA

ISHARES TR

$4.5B
ETHA

ISHARES TR

$4.4B
ETHA

ISHARES TR

$3.9B
ETHA

ISHARES TR

$3.6B
ETHA

ISHARES TR

$2.9B
AAPL

APPLE INC

$2.2B
AAPL

APPLE INC

$2B
AAPL

APPLE INC

$2B