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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

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
HC
Hendley & Co Zanesville, Ohio $283M AUM 19.89% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 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. 112 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.
  • 112 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.