MONETA GROUP INVESTMENT ADVISORS LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1120927
ST LOUIS, MO
Position in WPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$201,614
-$104,364 QoQ
Shares Held
1,795
-74.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#693
of 849 holders
Holding Since
Jun 2021
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $2,137,516 across 5 Gold names. WPM ranks #5 (9.4% of the industry book) .
All Filings in WPM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,614 | 1,795 | Shares | Sole | 2026-08-14 | |
| 2021-06-30 | $305,978 | 6,943 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||