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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

WPM holding history

Wheaton Precious Metals Corp. in every 13F filed by AE Wealth Management 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)
5,712
Value
$641.6K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of WPM by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,712$641.6K<0.1%+63+1.1%AddedHolders
Q1 20265,649$739.9K<0.1%+78+1.4%AddedHolders
Q4 20255,571$654.6K<0.1%−520−8.5%ReducedHolders
Q3 20256,091$681.2K<0.1%+123+2.1%AddedHolders
Q2 20255,968$535.9K<0.1%−832−12.2%ReducedHolders
Q1 20256,800$527.9K<0.1%−3,021−30.8%ReducedHolders
Q4 20249,821$552.4K<0.1%−16,336−62.5%ReducedHolders
Q3 202426,157$1.60M<0.1%+8,845+51.1%AddedHolders
Q2 202417,312$907.5K<0.1%+17,312NewHolders
Q1 20240$00.0%−97,560−100.0%Sold outHolders
Q4 202397,560$4.56M<0.1%+70,549+261.2%AddedHolders
Q3 202327,011$1.10M<0.1%−556−2.0%ReducedHolders
Q2 202327,567$1.19M<0.1%+6,332+29.8%AddedHolders
Q1 202321,235$1.02M<0.1%+556+2.7%AddedHolders
Q4 202220,679$808.1K<0.1%+246+1.2%AddedHolders
Q3 202220,433$661.0K<0.1%+6,790+49.8%AddedHolders
Q2 202213,643$492.0K<0.1%+3,415+33.4%AddedHolders
Q1 202210,228$487.0K<0.1%+207+2.1%AddedHolders
Q4 202110,021$430.0K<0.1%+4,114+69.6%AddedHolders
Q3 20215,907$222.0K<0.1%+684+13.1%AddedHolders
Q2 20215,223$230.0K<0.1%−343−6.2%ReducedHolders
Q1 20215,566$213.0K<0.1%––Holders

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