Abacus Wealth Partners, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1978011
SANTA MONICA, CA
Position in WPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,314,690
-$1,810,159 QoQ
Shares Held
20,608
-34.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#307
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, 2026Abacus Wealth Partners, LLC holds $3,698,650 across 3 Gold names. WPM ranks #1 (62.6% of the industry book) .
All Filings in WPM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,314,690 | 20,608 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,124,849 | 31,485 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,763,342 | 32,023 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $238,442 | 2,132 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||