Position in WPM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,087,819
-$98,869 QoQ
Shares Held
9,685
+6.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#404
of 849 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $30,809,859 across 11 Gold names. WPM ranks #3 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
273,421 | $25,537,521 | |
| 2 | SSRM |
Ssr Mining Inc.
|
51,457 | $1,455,203 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
This page
|
9,685 | $1,087,819 | |
| 4 | AEM |
Agnico Eagle Mines Ltd
|
4,116 | $638,515 | |
| 5 | RGLD |
Royal Gold Inc
|
2,356 | $470,281 | |
| 6 | B |
Barrick Mining Corp
|
11,378 | $417,913 | |
| 7 | FNV |
FRANCO NEVADA Corp
|
1,514 | $315,578 | |
| 8 | KGC |
Kinross Gold Corp
|
13,303 | $314,216 |
All Filings in WPM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,087,819 | 9,685 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,186,688 | 9,058 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,047,103 | 8,910 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $899,975 | 10,022 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $870,620 | 11,215 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $600,868 | 10,684 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $328,915 | 5,385 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $282,281 | 5,385 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $254,219 | 5,394 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $266,139 | 5,394 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $218,361 | 5,385 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $232,740 | 1,359,394 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $447,454 | 9,291 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $286,847 | 7,340 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $264,171 | 7,332 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $348,618 | 7,327 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $314,548 | 7,327 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $275,348 | 7,327 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $325,677 | 7,390 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $279,964 | 7,327 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $305,828 | 7,327 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $359,535 | 7,327 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $322,754 | 7,327 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||