Position in WPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$219,473
-$36,520 QoQ
Shares Held
1,954
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#677
of 849 holders
Holding Since
Sep 2025
4 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, 2026WADDELL & ASSOCIATES, LLC holds $1,783,456 across 2 Gold names. WPM ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
16,745 | $1,563,983 | |
| 2 | WPM |
Wheaton Precious Metals Corp.
This page
|
1,954 | $219,473 |
All Filings in WPM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,473 | 1,954 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $255,993 | 1,954 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $229,634 | 1,954 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $218,535 | 1,954 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||