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Bare Financial Services’s Wheaton Precious Metals WPM Stock Holding History

Bare Financial Services’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 		$9.55K Buy
85
+39
+85% +$5.07K ﹤0.01% 597
2026
Q1 		$6.03K Buy
46
+13
+39% +$1.81K ﹤0.01% 564
2025
Q4 		$3.88K Hold
33
– – ﹤0.01% 628
2025
Q3 		$3.69K Buy
+33
New +$3.23K ﹤0.01% 652

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 $59.9B AUM 27.01% 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

Bare Financial Services's WPM Position: Q2 2026 in Review

Bare Financial Services increased its Wheaton Precious Metals (WPM) stake by 85% in Q2 2026, buying an estimated $5.07K and bringing the position to 85 shares worth $9.55K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Bare Financial Services first reported a position in WPM in Q3 2025 and has held it in 4 quarters since. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Bare Financial Services held 85 shares of Wheaton Precious Metals worth $9.55K as of Q2 2026.
  • Bare Financial Services bought 39 Wheaton Precious Metals shares in Q2 2026, an estimated $5.07K.
  • Wheaton Precious Metals made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #597 holding.
  • Bare Financial Services first reported a position in Wheaton Precious Metals in Q3 2025 and has held it in 4 quarters since.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.