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Bell Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History

Bell Investment 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 		$18.2K Hold
162
– – ﹤0.01% 500
2026
Q1 		$21.2K Sell
162
-65
-29% -$9.04K ﹤0.01% 440
2025
Q4 		$26.7K Buy
227
+64
+39% +$6.85K ﹤0.01% 361
2025
Q3 		$18.2K Buy
163
+26
+19% +$2.54K ﹤0.01% 436
2025
Q2 		$12.3K Hold
137
– – ﹤0.01% 600
2025
Q1 		$10.6K Buy
137
+19
+16% +$1.27K ﹤0.01% 578
2024
Q4 		$6.64K Sell
118
-36
-23% -$2.23K ﹤0.01% 783
2024
Q3 		$9.41K Hold
154
– – ﹤0.01% 649
2024
Q2 		$8.07K Buy
154
+27
+21% +$1.44K ﹤0.01% 689
2024
Q1 		$5.99K Sell
127
-16
-11% -$723 ﹤0.01% 829
2023
Q4 		$7.06K Buy
143
+14
+11% +$633 ﹤0.01% 704
2023
Q3 		$5.23K Hold
129
– – ﹤0.01% 782
2023
Q2 		$5.58K Sell
129
-86
-40% -$4.09K ﹤0.01% 765
2023
Q1 		$10.4K Hold
215
– – ﹤0.01% 468
2022
Q4 		$8.4K Sell
215
-16
-7% -$578 ﹤0.01% 555
2022
Q3 		$7K Buy
231
+72
+45% +$2.36K ﹤0.01% 559
2022
Q2 		$6K Buy
+159
New +$6.9K ﹤0.01% 660
2021
Q4 		$7K Buy
159
+68
+75% +$2.8K ﹤0.01% 642
2021
Q3 		$3K Buy
+91
New +$3.97K ﹤0.01% 988

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

Bell Investment Advisors's WPM Position: Q2 2026 in Review

Bell Investment Advisors held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 162 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Bell Investment Advisors first reported a position in WPM in Q3 2021 and has held it in 19 quarters since. The position peaked at $26.7K in Q4 2025. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Bell Investment Advisors held 162 shares of Wheaton Precious Metals worth $18.2K as of Q2 2026.
  • Bell Investment Advisors left its Wheaton Precious Metals share count unchanged in Q2 2026.
  • Wheaton Precious Metals made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #500 holding.
  • Bell Investment Advisors first reported a position in Wheaton Precious Metals in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Wheaton Precious Metals position peaked at $26.7K in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.