EverSource Wealth Advisors, LLC

Position in WPM — Wheaton Precious Metals Corp.

CIK 1710537 BIRMINGHAM, AL

Position in WPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$487,576

-$122,925 QoQ

Shares Held

4,341

-6.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#191

of 385 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $3,556,431 across 34 Gold names. WPM ranks #2 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEM	NEWMONT Corp /DE/	9,120	$851,804
2	WPM	Wheaton Precious Metals Corp. This page	4,341	$487,576
3	EGO	Eldorado Gold Corp /Fi	9,447	$293,705
4	B	Barrick Mining Corp	7,007	$257,364
5	AEM	Agnico Eagle Mines Ltd	1,553	$240,911
6	SSRM	Ssr Mining Inc.	6,049	$171,061
7	AU	AngloGold Ashanti PLC	2,039	$164,930
8	RGLD	Royal Gold Inc	769	$153,494

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$487,576	4,341	-6.8%	Shares	Sole	2026-07-24
2026-03-31	$610,501	4,660	+23.1%	Shares	Sole	2026-05-18
2025-12-31	$444,808	3,785	+6.9%	Shares	Sole	2026-02-06
2025-09-30	$396,022	3,541	+16.4%	Shares	Sole	2025-11-10
2025-06-30	$273,259	3,043	+342.3%	Shares	Sole	2025-08-13
2025-03-31	$53,407	688	+112.3%	Shares	Sole	2025-05-13
2024-12-31	$18,219	324	+18.2%	Shares	Sole	2025-02-10
2024-09-30	$16,733	274	+5.0%	Shares	Sole	2024-11-08
2024-06-30	$13,679	261	+6.1%	Shares	Sole	2024-08-13
2024-03-31	$11,593	246	-11.2%	Shares	Sole	2024-06-11
2023-12-31	$13,665	277	-25.5%	Shares	Sole	2024-02-09
2023-09-30	$15,083	372	+13.4%	Shares	Sole	2023-11-03
2023-06-30	$14,175	328	+59.2%	Shares	Sole	2023-08-04
2023-03-31	$9,920	206	+66.1%	Shares	Sole	2023-05-11
2022-12-31	$4,844	124	+235.1%	Shares	Sole	2023-02-09
2022-09-30	$1,197	37	—	Shares	Sole	2022-11-07
2022-03-31	$0	0	—	Shares	Sole	2022-05-25
No filing history on record for this holder in this stock.