Skip to main content
Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

WPM holding history

Wheaton Precious Metals Corp. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WPM overviewAll 13F holders of WPMFull Q2 2026 holdings

Shares (Q2 2026)
2,945
Value
$330.8K
% of portfolio
<0.1%
Quarters held
15
Since Q1 2021
Holdings of WPM by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,945$330.8K<0.1%+2,851+3,033.0%AddedHolders
Q1 202694$12.3K<0.1%−3,399−97.3%ReducedHolders
Q4 20253,493$410.5K<0.1%+3+0.1%AddedHolders
Q3 20253,490$390.3K<0.1%+1,287+58.4%AddedHolders
Q2 20252,203$197.8K<0.1%00.0%UnchangedHolders
Q1 20252,203$171.0K<0.1%+713+47.9%AddedHolders
Q4 20241,490$83.8K<0.1%00.0%UnchangedHolders
Q3 20241,490$91.0K<0.1%00.0%UnchangedHolders
Q2 20241,490$78.1K<0.1%+336+29.1%AddedHolders
Q1 20241,154$63.0K<0.1%+833+259.5%AddedHolders
Q4 2023321$15.8K<0.1%+321NewHolders
Q1 20220$00.0%−25−100.0%Sold outHolders
Q4 202125$1.00K<0.1%00.0%UnchangedHolders
Q3 202125$1.00K<0.1%00.0%UnchangedHolders
Q2 202125$1.00K<0.1%00.0%UnchangedHolders
Q1 202125$1.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.