Avantra Family Wealth’s Wheaton Precious Metals WPM Stock Holding History

Avantra Family Wealth’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	$358K	Buy	+3,186	New	+$415K	0.23%	126

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 $60.8B AUM 26.63% 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

Avantra Family Wealth's WPM Position: Q2 2026 in Review

Avantra Family Wealth opened a new position in Wheaton Precious Metals (WPM) in Q2 2026: 3,186 shares worth $358K. The stake represents 0.23% of the portfolio and ranks #126 among its holdings.

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

Avantra Family Wealth held 3,186 shares of Wheaton Precious Metals worth $358K as of Q2 2026.
Wheaton Precious Metals was a new Avantra Family Wealth position in Q2 2026.
Wheaton Precious Metals made up 0.23% of Avantra Family Wealth's portfolio in Q2 2026, its #126 holding.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.