B.O.S.S. Retirement Advisors’s Wheaton Precious Metals WPM Stock Holding History

B.O.S.S. Retirement 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	$273K	Sell	2,428 -342	-12%	-$44.5K	0.07%	134
2026 Q1	$363K	Buy	2,770 +397	+17%	+$55.2K	0.11%	119
2025 Q4	$279K	Buy	2,373 +49	+2%	+$5.25K	0.09%	141
2025 Q3	$260K	Sell	2,324 -105	-4%	-$10.3K	0.06%	164
2025 Q2	$218K	Buy	+2,429	New	+$204K	0.05%	179

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 $59.9B AUM 27.01% 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

B.O.S.S. Retirement Advisors's WPM Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its Wheaton Precious Metals (WPM) stake by 12% in Q2 2026, selling an estimated $44.5K and leaving 2,428 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #134.

B.O.S.S. Retirement Advisors first reported a position in WPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $363K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

B.O.S.S. Retirement Advisors held 2,428 shares of Wheaton Precious Metals worth $273K as of Q2 2026.
B.O.S.S. Retirement Advisors sold 342 Wheaton Precious Metals shares in Q2 2026, an estimated $44.5K.
Wheaton Precious Metals made up 0.07% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #134 holding.
B.O.S.S. Retirement Advisors first reported a position in Wheaton Precious Metals in Q2 2025 and has held it in 5 quarters since.
B.O.S.S. Retirement Advisors's Wheaton Precious Metals position peaked at $363K in Q1 2026.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.