EXENCIAL WEALTH ADVISORS, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1576151
OKLAHOMA CITY, OK
Position in WPM
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$496,396
+$40,771 QoQ
Shares Held
3,789
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
10 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 Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $1,544,134 across 4 Gold names. WPM ranks #1 (32.1% of the industry book) .
All Filings in WPM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $496,396 | 3,789 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $455,625 | 3,877 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $454,853 | 4,067 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $364,408 | 4,058 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $315,177 | 4,060 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $228,109 | 4,056 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $247,068 | 4,045 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $211,934 | 4,043 | Shares | Sole | 2024-08-12 | |
| 2020-09-30 | $206,094 | 4,200 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $362,883 | 8,238 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||