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Arkadios Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

Arkadios Wealth 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 		$580K Sell
5,168
-1,508
-23% -$196K 0.01% 1058
2026
Q1 		$875K Sell
6,676
-16,584
-71% -$2.31M 0.01% 854
2025
Q4 		$2.73M Buy
23,260
+311
+1% +$33.3K 0.05% 354
2025
Q3 		$2.57M Buy
22,949
+76
+0.3% +$7.43K 0.06% 334
2025
Q2 		$2.05M Buy
22,873
+1,010
+5% +$85K 0.06% 343
2025
Q1 		$1.7M Buy
21,863
+248
+1% +$16.5K 0.06% 325
2024
Q4 		$1.22M Buy
21,615
+40
+0.2% +$2.48K 0.07% 291
2024
Q3 		$1.32M Buy
21,575
+210
+1% +$12.5K 0.07% 257
2024
Q2 		$1.12M Buy
21,365
+444
+2% +$23.7K 0.08% 257
2024
Q1 		$986K Sell
20,921
-1,342
-6% -$60.6K 0.08% 237
2023
Q4 		$1.1M Sell
22,263
-538
-2% -$24.3K 0.09% 205
2023
Q3 		$925K Sell
22,801
-158
-0.7% -$6.81K 0.09% 221
2023
Q2 		$992K Sell
22,959
-860
-4% -$40.9K 0.12% 188
2023
Q1 		$1.15M Hold
23,819
– – 0.14% 169
2022
Q4 		$931K Sell
23,819
-2,667
-10% -$96.4K 0.12% 179
2022
Q3 		$857K Sell
26,486
-304
-1% -$9.98K 0.13% 182
2022
Q2 		$965K Buy
26,790
+242
+0.9% +$10.5K 0.14% 178
2022
Q1 		$1.26M Buy
+26,548
New +$1.15M 0.17% 151
2021
Q4 		– Sell
-433
Closed -$16K – 1789
2021
Q3 		$16K Hold
433
– – ﹤0.01% 1302
2021
Q2 		$19K Buy
433
+157
+57% +$6.99K ﹤0.01% 1316
2021
Q1 		$10K Buy
276
+184
+200% +$7.3K ﹤0.01% 1208
2020
Q4 		$3K Buy
92
+37
+67% +$1.65K ﹤0.01% 1227
2020
Q3 		$2.75K Buy
+55
New +$2.8K ﹤0.01% 917

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

Arkadios Wealth Advisors's WPM Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Wheaton Precious Metals (WPM) stake by 23% in Q2 2026, selling an estimated $196K and leaving 5,168 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #1058.

Arkadios Wealth Advisors first reported a position in WPM in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.73M in Q4 2025. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Arkadios Wealth Advisors held 5,168 shares of Wheaton Precious Metals worth $580K as of Q2 2026.
  • Arkadios Wealth Advisors sold 1,508 Wheaton Precious Metals shares in Q2 2026, an estimated $196K.
  • Wheaton Precious Metals made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1058 holding.
  • Arkadios Wealth Advisors first reported a position in Wheaton Precious Metals in Q3 2020 and has held it in 23 quarters since.
  • Arkadios Wealth Advisors's Wheaton Precious Metals position peaked at $2.73M in Q4 2025.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

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