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This page summarizes the WPM holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether WPM is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing WPM Share Count |
|---|
| Addenda Capital Inc. |
619,975 |
857,015 |
+237,040 |
+38.23% |
| CWM LLC |
2,153 |
2,745 |
+592 |
+27.50% |
| Douglas Lane & Associates LLC |
408,449 |
477,433 |
+68,984 |
+16.89% |
| AdvisorNet Financial Inc |
2,750 |
3,140 |
+390 |
+14.18% |
| Wealth Enhancement Advisory Services LLC |
35,154 |
38,274 |
+3,120 |
+8.88% |
| Brookstone Capital Management |
4,531 |
4,771 |
+240 |
+5.30% |
| Stratos Wealth Partners LTD. |
15,615 |
16,438 |
+823 |
+5.27% |
| Trust Co. of Toledo NA OH |
12,200 |
12,825 |
+625 |
+5.12% |
| Investment Partners Asset Management Inc. |
10,115 |
10,310 |
+195 |
+1.93% |
| Jeppson Wealth Management LLC |
29,075 |
29,414 |
+339 |
+1.17% |
| Financial Management Professionals Inc. |
873 |
875 |
+2 |
+0.23% |
| 13F Filers Reporting New Positions In WPM |
|---|
| Confluence Investment Management LLC |
0 |
11,282 |
+11,282 |
+100% |
| Mather Group LLC. |
0 |
1,515 |
+1,515 |
+100% |
| St. Johns Investment Management Company LLC |
0 |
1,100 |
+1,100 |
+100% |
| UMA Financial Services Inc. |
0 |
3,962 |
+3,962 |
+100% |
| GoalVest Advisory LLC |
0 |
12,150 |
+12,150 |
+100% |
| Opal Wealth Advisors LLC |
0 |
60 |
+60 |
+100% |
| Global Assets Advisory LLC |
0 |
131,423 |
+131,423 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| City Holding Co. |
199 |
199 |
UNCH |
0.00% |
| NBC Securities Inc. |
600 |
600 |
UNCH |
0.00% |
| Toth Financial Advisory Corp |
40 |
40 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
4,067 |
4,067 |
UNCH |
0.00% |
| Tompkins Financial Corp |
247 |
247 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
142 |
142 |
UNCH |
0.00% |
| AMF Pensionsforsakring AB |
231,903 |
231,903 |
UNCH |
0.00% |
| Pure Financial Advisors Inc. |
5,300 |
5,300 |
UNCH |
0.00% |
| Gulf International Bank UK Ltd |
4,246 |
4,246 |
UNCH |
0.00% |
| MCF Advisors LLC |
690 |
690 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
100 |
100 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
360 |
360 |
UNCH |
0.00% |
| Fifth Third Wealth Advisors LLC |
4,398 |
4,398 |
UNCH |
0.00% |
| City State Bank |
400 |
400 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
450 |
450 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
250 |
250 |
UNCH |
0.00% |
| Stephens Consulting LLC |
481 |
481 |
UNCH |
0.00% |
| 13F Filers Decreasing WPM Share Count |
|---|
| JJJ Advisors Inc. |
1,316 |
913 |
-403 |
-30.62% |
| Kingswood Wealth Advisors LLC |
9,741 |
7,136 |
-2,605 |
-26.74% |
| Astoria Portfolio Advisors LLC. |
9,820 |
7,602 |
-2,218 |
-22.59% |
| International Assets Investment Management LLC |
6,608 |
5,505 |
-1,103 |
-16.69% |
| Massmutual Trust Co. FSB ADV |
1,158 |
978 |
-180 |
-15.54% |
| Robinson Value Management Ltd. |
50,117 |
43,857 |
-6,260 |
-12.49% |
| Dynamic Advisor Solutions LLC |
7,691 |
6,800 |
-891 |
-11.58% |
| Banque Cantonale Vaudoise |
7,979 |
7,092 |
-887 |
-11.12% |
| Flagship Harbor Advisors LLC |
13,356 |
12,487 |
-869 |
-6.51% |
| TruWealth Advisors LLC |
5,309 |
5,078 |
-231 |
-4.35% |
| Capital Asset Advisory Services LLC |
48,288 |
46,251 |
-2,037 |
-4.22% |
| CVA Family Office LLC |
522 |
500 |
-22 |
-4.21% |
| Harbour Capital Advisors LLC |
17,620 |
17,255 |
-365 |
-2.07% |
| Cypress Wealth Services LLC |
11,181 |
11,050 |
-131 |
-1.17% |
| 13F Filers Exiting WPM |
|---|
| Arlington Trust Co LLC |
70 |
0 |
-70 |
-100.00% |
| Evanson Asset Management LLC |
4,973 |
0 |
-4,973 |
-100.00% |
| IMC Chicago LLC |
23,341 |
0 |
-23,341 |
-100.00% |
See Summary: Institutional Holders of WPM
See Details: Top 10 Hedge Funds Holding WPM
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