Sequoia Financial Advisors, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1599900
Akron, OH
Position in WPM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,493,953
+$1,028,214 QoQ
Shares Held
22,204
+98.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#84
of 385 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $17,368,916 across 18 Gold names. WPM ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
38,452 | $3,591,416 | |
| 2 | WPM |
Wheaton Precious Metals Corp.
This page
|
22,204 | $2,493,953 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
11,845 | $1,837,514 | |
| 4 | KGC |
Kinross Gold Corp
|
69,273 | $1,636,228 | |
| 5 | B |
Barrick Mining Corp
|
38,490 | $1,413,737 | |
| 6 | FNV |
FRANCO NEVADA Corp
|
6,557 | $1,366,741 | |
| 7 | GFI |
Gold Fields Ltd
|
29,976 | $1,006,893 | |
| 8 | RGLD |
Royal Gold Inc
|
3,861 | $770,694 |
All Filings in WPM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,493,953 | 22,204 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,465,739 | 11,188 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,265,220 | 10,766 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,187,293 | 10,616 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $701,607 | 7,813 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $418,580 | 5,392 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $286,542 | 5,095 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $344,063 | 5,633 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $233,898 | 4,462 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||