MISSION WEALTH MANAGEMENT, LP
Position in WPM — Wheaton Precious Metals Corp.
CIK 1645382
Santa Barbara, CA
Position in WPM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$469,497
-$18,122 QoQ
Shares Held
4,180
+12.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#532
of 849 holders
Holding Since
Mar 2025
6 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, 2026MISSION WEALTH MANAGEMENT, LP holds $1,522,632 across 3 Gold names. WPM ranks #2 (30.8% of the industry book) .
All Filings in WPM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,497 | 4,180 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $487,619 | 3,722 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $463,968 | 3,948 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $438,748 | 3,923 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $352,824 | 3,929 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $227,145 | 2,926 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||