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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

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
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
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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.

316 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.
  • 316 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.