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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in WPM — Wheaton Precious Metals Corp.

CIK 1632972 PLYMOUTH, MN

Position in WPM

as of Mar 31, 2026 · filed Apr 8, 2026
Position Value
$5,699,328
-$1,304,276 QoQ
Shares Held
43,503
-27.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority Sole 3.7054915752936584.ToString("F0")% Shared 0.ToString("F0")% None 96.29450842470634.ToString("F0")%

Common Shares in WPM Over Time

Shares Held

Position Value (USD)

Position in Gold

Basic Materials · as of Mar 31, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $106,934,797 across 15 Gold names. WPM ranks #5 (5.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 WPM
Wheaton Precious Metals Corp.
This page
43,503 $5,699,328

All Filings in WPM

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11 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $5,699,328 43,503
2025-12-31 $7,003,604 59,595
2025-09-30 $6,489,404 58,024
2025-06-30 $5,021,167 55,915
2025-03-31 $4,404,493 56,737
2024-12-31 $3,264,563 58,047
2024-09-30 $3,101,764 50,782
2024-06-30 $2,082,017 39,718
2024-03-31 $1,803,853 38,274
2023-12-31 $1,734,498 35,154
2023-09-30 $1,399,299 34,508