Creative Planning

Position in WPM — Wheaton Precious Metals Corp.

CIK 1540235 OVERLAND PARK, KS

Position in WPM

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$11,555,082

+$2,905,140 QoQ

Shares Held

88,200

+19.8% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 1.2528344671201814.ToString("F0")% Shared 0.ToString("F0")% None 98.74716553287982.ToString("F0")%

Basic Materials · as of Mar 31, 2026

Creative Planning holds $127,212,026 across 29 Gold names. WPM ranks #3 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEM	NEWMONT Corp /DE/	269,020	$29,121,414
2	AEM	Agnico Eagle Mines Ltd	106,279	$21,572,511
3	WPM	Wheaton Precious Metals Corp. This page	88,200	$11,555,082
4	B	Barrick Mining Corp	276,811	$11,291,120
5	CDE	Coeur Mining, Inc.	489,312	$9,184,386
6	KGC	Kinross Gold Corp	260,719	$7,957,143
7	RGLD	Royal Gold Inc	27,936	$7,109,432
8	GFI	Gold Fields Ltd	152,213	$6,910,470

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,555,082	88,200	+19.8%	Shares	Sole	2026-05-12
2025-12-31	$8,649,942	73,604	+12.3%	Shares	Sole	2026-02-17
2025-09-30	$7,333,348	65,570	+11.7%	Shares	Defined	2025-11-14
2025-06-30	$5,273,684	58,727	+13.7%	Shares	Defined	2025-08-08
2025-03-31	$4,010,753	51,665	+11.4%	Shares	Sole	2025-05-15
2024-12-31	$2,608,129	46,375	+5.4%	Shares	Defined	2025-02-14
2024-09-30	$2,687,519	44,000	+5.6%	Shares	Defined	2024-10-11
2024-06-30	$2,184,967	41,682	+8.0%	Shares	Defined	2024-08-15
2024-03-31	$1,819,123	38,598	-8.0%	Shares	Defined	2024-05-13
2023-12-31	$2,070,206	41,958	+24.7%	Shares	Defined	2024-02-14
2023-09-30	$1,364,507	33,650	+3.5%	Shares	Defined	2023-11-16
2023-06-30	$1,404,995	32,508	+16.0%	Shares	Defined	2023-07-21
2023-03-31	$1,349,250	28,016	+9.8%	Shares	Sole	2023-05-15
2022-12-31	$996,891	25,509	-29.6%	Shares	Sole	2023-02-10
2022-09-30	$1,172,111	36,221	-10.7%	Shares	Sole	2022-11-03
2022-06-30	$1,461,845	40,573	+16.2%	Shares	Sole	2022-08-15
2022-03-31	$1,661,731	34,925	-10.6%	Shares	Sole	2022-05-16
2021-12-31	$1,676,802	39,059	+1.5%	Shares	Sole	2022-02-11
2021-09-30	$1,446,529	38,492	+23.3%	Shares	Sole	2021-11-10
2021-06-30	$1,375,292	31,207	-25.2%	Shares	Sole	2021-08-04
2021-03-31	$1,593,395	41,701	+20.3%	Shares	Sole	2021-04-30
2020-12-31	$1,446,833	34,663	-5.1%	Shares	Sole	2021-01-29
2020-09-30	$1,791,496	36,509	-1.1%	Shares	Sole	2020-11-05
2020-06-30	$1,625,665	36,905	-9.8%	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.