AWM
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Alterna Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Alterna Wealth Management’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 		$214K Buy
+1,901
New +$247K 0.12% 104

Other funds holding WPM

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

Alterna Wealth Management's WPM Position: Q2 2026 in Review

Alterna Wealth Management opened a new position in Wheaton Precious Metals (WPM) in Q2 2026: 1,901 shares worth $214K. The stake represents 0.12% of the portfolio and ranks #104 among its holdings.

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

  • Alterna Wealth Management held 1,901 shares of Wheaton Precious Metals worth $214K as of Q2 2026.
  • Wheaton Precious Metals was a new Alterna Wealth Management position in Q2 2026.
  • Wheaton Precious Metals made up 0.12% of Alterna Wealth Management's portfolio in Q2 2026, its #104 holding.
  • 207 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.