Aviso Financial’s Wheaton Precious Metals WPM Stock Holding History

Aviso Financial’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	$53.8M	Buy	478,665 +202,866	+74%	+$26.4M	1.87%	23
2026 Q1	$36.2M	Buy	275,799 +192,601	+231%	+$26.8M	1.28%	28
2025 Q4	$9.78M	Sell	83,198 -100	-0.1%	-$10.7K	0.37%	39
2025 Q3	$9.32M	Sell	83,298 -9	-0%	-$879	0.38%	42
2025 Q2	$7.49M	Buy	83,307 +2,322	+3%	+$195K	0.34%	44
2025 Q1	$6.29M	Sell	80,985 -7,964	-9%	-$531K	0.31%	49
2024 Q4	$5.01M	Sell	88,949 -3,108	-3%	-$193K	0.25%	57
2024 Q3	$5.62M	Buy	92,057 +4,796	+5%	+$285K	0.28%	52
2024 Q2	$4.55M	Buy	+87,261	New	+$4.67M	0.25%	55

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

Aviso Financial's WPM Position: Q2 2026 in Review

Aviso Financial increased its Wheaton Precious Metals (WPM) stake by 74% in Q2 2026, buying an estimated $26.4M and bringing the position to 478,665 shares worth $53.8M. The position accounts for 1.87% of the portfolio, ranked #23.

Aviso Financial first reported a position in WPM in Q2 2024 and has held it in 9 quarters since. 853 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Aviso Financial held 478,665 shares of Wheaton Precious Metals worth $53.8M as of Q2 2026.
Aviso Financial bought 202,866 Wheaton Precious Metals shares in Q2 2026, an estimated $26.4M.
Wheaton Precious Metals made up 1.87% of Aviso Financial's portfolio in Q2 2026, its #23 holding.
Aviso Financial first reported a position in Wheaton Precious Metals in Q2 2024 and has held it in 9 quarters since.
853 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.