Wheaton Precious Metals Corp.
PE ˙ BVL ˙ FR0000074122
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityPE:WPM / Wheaton Precious Metals Corp.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership9,058 shares
Latest Disclosed Value $ 1,186,689
EP Wealth Advisors, Inc. reports 1.66% increase in ownership of WPM / Wheaton Precious Metals Corp.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 9,058 shares of Wheaton Precious Metals Corp. (PE:WPM) valued at $1,186,689 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 8,910 shares of Wheaton Precious Metals Corp.. This represents a change in shares of 1.66% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F WHEATON PRECIOUS METALS COM 962879102 9,058 148 1.66 1,187 13.28 0.0058
2026-02-18 2025-12-31 13F WHEATON PRECIOUS METALS COM 962879102 8,910 -1,112 -11.10 1,047 16.33 0.0054
2025-08-14 2025-06-30 13F WHEATON PRECIOUS METALS COM 962879102 10,022 -1,193 -10.64 900 3.45 0.0059
2025-05-15 2025-03-31 13F WHEATON PRECIOUS METALS COM 962879102 11,215 531 4.97 871 45.00 0.0070
2025-02-14 2024-12-31 13F WHEATON PRECIOUS METALS COM 962879102 10,684 5,299 98.40 601 82.93 0.0049
2024-11-15 2024-09-30 13F WHEATON PRECIOUS METALS COM 962879102 5,385 0 0.00 329 16.31 0.0028
2024-08-19 2024-06-30 13F WHEATON PRECIOUS METALS COM 962879102 5,385 -9 -0.17 282 11.02 0.0030
2024-05-14 2024-03-31 13F WHEATON PRECIOUS METALS COM 962879102 5,394 0 0.00 254 -4.51 0.0030
2024-02-28 2023-12-31 13F WHEATON PRECIOUS METALS COM 962879102 5,394 9 0.17 266 22.02 0.0034
2023-11-24 2023-09-30 13F WHEATON PRECIOUS METALS COM 962879102 5,385 -1,354,009 -99.60 218 -6.03 0.0034
2023-08-14 2023-06-30 13F WHEATON PRECIOUS METALS COM 962879102 1,359,394 1,350,103 14,531.30 233 -67.73 0.0034
2023-06-05 2023-03-31 13F WHEATON PRECIOUS METALS COM 962879102 9,291 1,951 26.58 720 151.40 0.0124
2023-06-12 2022-12-31 13F WHEATON PRECIOUS METALS COM 962879102 7,340 7,340 287 0.0052
2022-12-02 2022-09-30 13F WHEATON PRECIOUS METALS COM 962879102 0 -7,332 -100.00 0 -100.00
2022-08-11 2022-06-30 13F WHEATON PRECIOUS METALS COM 962879102 7,332 5 0.07 264 -24.36 0.0059
2022-05-20 2022-03-31 13F WHEATON PRECIOUS METALS COM 962879102 7,327 0 0.00 349 10.79 0.0077
2022-02-17 2021-12-31 13F WHEATON PRECIOUS METALS COM 962879102 7,327 0 0.00 315 14.55 0.0074
2021-11-23 2021-09-30 13F/A-1 WHEATON PRECIOUS METALS COM 962879102 7,327 -63 -0.85 275 -15.64 0.0075
2021-11-16 2021-09-30 13F WHEATON PRECIOUS METALS COM 962879102 17,233 9,843 275 0.0075
2021-08-24 2021-06-30 13F WHEATON PRECIOUS METALS COM 962879102 7,390 63 0.86 326 16.43 0.0090
2021-05-17 2021-03-31 13F WHEATON PRECIOUS METALS COM 962879102 7,327 0 0.00 280 -8.50 0.0089
2021-02-18 2020-12-31 13F WHEATON PRECIOUS METALS COM 962879102 7,327 0 0.00 306 -15.00 0.0108
2020-11-17 2020-09-30 13F WHEATON PRECIOUS METALS COM 962879102 7,327 0 0.00 360 11.46 0.0155
2020-08-14 2020-06-30 13F WHEATON PRECIOUS METALS COM 962879102 7,327 7,327 323 0.0138
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.