Action Point Financial Planning’s Wheaton Precious Metals WPM Stock Holding History

Action Point Financial Planning’s Portfolio WPM Stock Details WPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$903K	Buy	+8,041	New	+$1.05M	0.09%	177

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Action Point Financial Planning's WPM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Wheaton Precious Metals (WPM) in Q2 2026: 8,041 shares worth $903K. The stake represents 0.09% of the portfolio and ranks #177 among its holdings.

850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Action Point Financial Planning held 8,041 shares of Wheaton Precious Metals worth $903K as of Q2 2026.
Wheaton Precious Metals was a new Action Point Financial Planning position in Q2 2026.
Wheaton Precious Metals made up 0.09% of Action Point Financial Planning's portfolio in Q2 2026, its #177 holding.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.