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Addison Advisors’s Wheaton Precious Metals WPM Stock Holding History

Addison Advisors’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 		– Sell
-100
Closed -$13.1K – 1010
2026
Q1 		$13.1K Buy
100
+27
+37% +$3.75K ﹤0.01% 610
2025
Q4 		$8.58K Hold
73
– – ﹤0.01% 645
2025
Q3 		$8.16K Hold
73
– – ﹤0.01% 653
2025
Q2 		$6.56K Buy
73
+13
+22% +$1.09K ﹤0.01% 676
2025
Q1 		$4.66K Buy
60
+25
+71% +$1.67K ﹤0.01% 681
2024
Q4 		$1.97K Sell
35
-9
-20% -$557 ﹤0.01% 750
2024
Q3 		$2.69K Buy
+44
New +$2.62K ﹤0.01% 717
2024
Q1 		– Sell
-149
Closed -$7.35K – 747
2023
Q4 		$7.35K Buy
+149
New +$6.74K ﹤0.01% 546

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Addison Advisors's WPM Position: Q2 2026 in Review

Addison Advisors sold out of Wheaton Precious Metals (WPM) in Q2 2026, closing a stake of 100 shares — an estimated $13.1K sold.

Addison Advisors first reported a position in WPM in Q4 2023 and held it in 8 quarters. The position peaked at $13.1K in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Addison Advisors reported no remaining Wheaton Precious Metals position as of Q2 2026 after selling out during the quarter.
  • Addison Advisors sold 100 Wheaton Precious Metals shares in Q2 2026, an estimated $13.1K.
  • Addison Advisors first reported a position in Wheaton Precious Metals in Q4 2023 and held it in 8 quarters.
  • Addison Advisors's Wheaton Precious Metals position peaked at $13.1K in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.