Ascentis Independent Advisors
Position in WPM — Wheaton Precious Metals Corp.
CIK 1845003
DALLAS, TX
Position in WPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$19,765
-$160,241 QoQ
Shares Held
176
-87.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#777
of 849 holders
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Ascentis Independent Advisors holds $51,985 across 2 Gold names. WPM ranks #2 (38.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
345 | $32,220 | |
| 2 | WPM |
Wheaton Precious Metals Corp.
This page
|
176 | $19,765 |
All Filings in WPM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,765 | 176 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $180,006 | 1,374 | Shares | Sole | 2026-04-28 | |
| 2024-09-30 | $7,328 | 120 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||