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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WPM holding history

Wheaton Precious Metals Corp. in every 13F filed by Creative Planning, 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)
94,966
Value
$10.7M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WPM by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202694,966$10.7M<0.1%+6,766+7.7%AddedHolders
Q1 202688,200$11.6M<0.1%+14,596+19.8%AddedHolders
Q4 202573,604$8.65M<0.1%+8,034+12.3%AddedHolders
Q3 202565,570$7.33M<0.1%+6,843+11.7%AddedHolders
Q2 202558,727$5.27M<0.1%+7,062+13.7%AddedHolders
Q1 202551,665$4.01M<0.1%+5,290+11.4%AddedHolders
Q4 202446,375$2.61M<0.1%+2,375+5.4%AddedHolders
Q3 202444,000$2.69M<0.1%+2,318+5.6%AddedHolders
Q2 202441,682$2.18M<0.1%+3,084+8.0%AddedHolders
Q1 202438,598$1.82M<0.1%−3,360−8.0%ReducedHolders
Q4 202341,958$2.07M<0.1%+8,308+24.7%AddedHolders
Q3 202333,650$1.36M<0.1%+1,142+3.5%AddedHolders
Q2 202332,508$1.41M<0.1%+4,492+16.0%AddedHolders
Q1 202328,016$1.35M<0.1%+2,507+9.8%AddedHolders
Q4 202225,509$996.9K<0.1%−10,712−29.6%ReducedHolders
Q3 202236,221$1.17M<0.1%−4,352−10.7%ReducedHolders
Q2 202240,573$1.46M<0.1%+5,648+16.2%AddedHolders
Q1 202234,925$1.66M<0.1%−4,134−10.6%ReducedHolders
Q4 202139,059$1.68M<0.1%+567+1.5%AddedHolders
Q3 202138,492$1.45M<0.1%+7,285+23.3%AddedHolders
Q2 202131,207$1.38M<0.1%−10,494−25.2%ReducedHolders
Q1 202141,701$1.59M<0.1%––Holders

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