Avantax Advisory Services’s Wheaton Precious Metals WPM Stock Holding History

Avantax Advisory Services’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
2025 Q2	$633K	Buy	7,053 +316	+5%	+$26.6K	﹤0.01%	1450
2025 Q1	$523K	Buy	6,737 +140	+2%	+$9.34K	﹤0.01%	1477
2024 Q4	$371K	Buy	6,597 +137	+2%	+$8.49K	﹤0.01%	1643
2024 Q3	$395K	Buy	6,460 +968	+18%	+$57.6K	﹤0.01%	1570
2024 Q2	$288K	Buy	+5,492	New	+$294K	﹤0.01%	1727
2023 Q2	–	Sell	-4,194	Closed	-$202K	–	1579
2023 Q1	$202K	Sell	4,194 -2,421	-37%	-$106K	﹤0.01%	1376
2022 Q4	$259K	Buy	+6,615	New	+$239K	﹤0.01%	1183
2022 Q3	–	Sell	-6,713	Closed	-$242K	–	1390
2022 Q2	$242K	Buy	6,713 +461	+7%	+$20K	﹤0.01%	1117
2022 Q1	$298K	Buy	6,252 +1,111	+22%	+$48.3K	﹤0.01%	1006
2021 Q4	$221K	Buy	+5,141	New	+$212K	﹤0.01%	1131
2021 Q3	–	Sell	-5,263	Closed	-$231K	–	1233
2021 Q2	$231K	Buy	+5,263	New	+$234K	﹤0.01%	1011
2020 Q4	–	Sell	-27,913	Closed	-$1.37M	–	1365
2020 Q3	$1.37M	Buy	27,913 +23,365	+514%	+$1.19M	0.02%	440
2020 Q2	$200K	Buy	+4,548	New	+$179K	0.01%	791
2020 Q1	–	Sell	-7,369	Closed	-$221K	–	904
2019 Q4	$221K	Buy	+7,369	New	+$201K	0.01%	747

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Avantax Advisory Services's WPM Position: Q2 2025 in Review

Avantax Advisory Services increased its Wheaton Precious Metals (WPM) stake by 4.7% in Q2 2025, buying an estimated $26.6K and bringing the position to 7,053 shares worth $633K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

Avantax Advisory Services first reported a position in WPM in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.37M in Q3 2020. 686 funds tracked by Wall St. Rank hold WPM as of Q2 2025.

Avantax Advisory Services held 7,053 shares of Wheaton Precious Metals worth $633K as of Q2 2025.
Avantax Advisory Services bought 316 Wheaton Precious Metals shares in Q2 2025, an estimated $26.6K.
Wheaton Precious Metals made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1450 holding.
Avantax Advisory Services first reported a position in Wheaton Precious Metals in Q4 2019 and has held it in 14 quarters since.
Avantax Advisory Services's Wheaton Precious Metals position peaked at $1.37M in Q3 2020.
686 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.