Benedict Financial Advisors’s Wheaton Precious Metals WPM Stock Holding History

Benedict Financial 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	$367K	Sell	3,270 -171	-5%	-$22.2K	0.07%	122
2026 Q1	$451K	Hold	3,441	–	–	0.09%	112
2025 Q4	$404K	Buy	3,441 +2	+0.1%	+$214	0.09%	114
2025 Q3	$385K	Sell	3,439 -37	-1%	-$3.62K	0.08%	113
2025 Q2	$312K	Sell	3,476 -173	-5%	-$14.6K	0.07%	115
2025 Q1	$283K	Sell	3,649 -43	-1%	-$2.87K	0.07%	118
2024 Q4	$208K	Buy	3,692 +2	+0.1%	+$124	0.05%	122
2024 Q3	$225K	Buy	+3,690	New	+$219K	0.05%	123

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

Benedict Financial Advisors's WPM Position: Q2 2026 in Review

Benedict Financial Advisors reduced its Wheaton Precious Metals (WPM) stake by 5% in Q2 2026, selling an estimated $22.2K and leaving 3,270 shares worth $367K. The position accounts for 0.07% of the portfolio, ranked #122.

Benedict Financial Advisors first reported a position in WPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $451K in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Benedict Financial Advisors held 3,270 shares of Wheaton Precious Metals worth $367K as of Q2 2026.
Benedict Financial Advisors sold 171 Wheaton Precious Metals shares in Q2 2026, an estimated $22.2K.
Wheaton Precious Metals made up 0.07% of Benedict Financial Advisors's portfolio in Q2 2026, its #122 holding.
Benedict Financial Advisors first reported a position in Wheaton Precious Metals in Q3 2024 and has held it in 8 quarters since.
Benedict Financial Advisors's Wheaton Precious Metals position peaked at $451K in Q1 2026.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.