Position in WPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,666,580
-$888,502 QoQ
Shares Held
94,966
+7.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#169
of 849 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Creative Planning holds $123,554,538 across 28 Gold names. WPM ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
267,333 | $24,968,901 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
117,118 | $18,168,515 | |
| 3 | B |
Barrick Mining Corp
|
331,218 | $12,165,636 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
This page
|
94,966 | $10,666,580 | |
| 5 | CDE |
Coeur Mining, Inc.
|
599,050 | $9,776,495 | |
| 6 | KGC |
Kinross Gold Corp
|
334,929 | $7,911,022 | |
| 7 | GFI |
Gold Fields Ltd
|
227,076 | $7,627,482 | |
| 8 | RGLD |
Royal Gold Inc
|
32,119 | $6,411,272 |
All Filings in WPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,666,580 | 94,966 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $11,555,082 | 88,200 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,649,942 | 73,604 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,333,348 | 65,570 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,273,684 | 58,727 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,010,753 | 51,665 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,608,129 | 46,375 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,687,519 | 44,000 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,184,967 | 41,682 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,819,123 | 38,598 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,070,206 | 41,958 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,364,507 | 33,650 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,404,995 | 32,508 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $1,349,250 | 28,016 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $996,891 | 25,509 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,172,111 | 36,221 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,461,845 | 40,573 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,661,731 | 34,925 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,676,802 | 39,059 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,446,529 | 38,492 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,375,292 | 31,207 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,593,395 | 41,701 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,446,833 | 34,663 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,791,496 | 36,509 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,625,665 | 36,905 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,126,307 | 40,912 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||