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Ballast Rock Private Wealth’s Wheaton Precious Metals WPM Stock Holding History

Ballast Rock Private 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 		$225K Buy
2,007
+5
+0.2% +$651 0.1% 179
2026
Q1 		$262K Hold
2,002
– – 0.15% 159
2025
Q4 		$235K Buy
+2,002
New +$214K 0.15% 160

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Ballast Rock Private Wealth's WPM Position: Q2 2026 in Review

Ballast Rock Private Wealth increased its Wheaton Precious Metals (WPM) stake by 0.25% in Q2 2026, buying an estimated $651 and bringing the position to 2,007 shares worth $225K. The position accounts for 0.1% of the portfolio, ranked #179.

Ballast Rock Private Wealth first reported a position in WPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $262K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Ballast Rock Private Wealth held 2,007 shares of Wheaton Precious Metals worth $225K as of Q2 2026.
  • Ballast Rock Private Wealth bought 5 Wheaton Precious Metals shares in Q2 2026, an estimated $651.
  • Wheaton Precious Metals made up 0.1% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #179 holding.
  • Ballast Rock Private Wealth first reported a position in Wheaton Precious Metals in Q4 2025 and has held it in 3 quarters since.
  • Ballast Rock Private Wealth's Wheaton Precious Metals position peaked at $262K in Q1 2026.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.