BSW Wealth Partners’s Wheaton Precious Metals WPM Stock Holding History

BSW Wealth Partners’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	$335K	Buy	+2,984	New	+$388K	0.04%	234
2021 Q3	–	Sell	-7,969	Closed	-$351K	–	270
2021 Q2	$351K	Buy	7,969 +938	+13%	+$41.7K	0.1%	151
2021 Q1	$269K	Buy	7,031 +1,549	+28%	+$61.5K	0.08%	158
2020 Q4	$229K	Buy	5,482 +231	+4%	+$10.3K	0.07%	155
2020 Q3	$258K	Buy	5,251 +32	+0.6%	+$1.63K	0.1%	112
2020 Q2	$230K	Buy	+5,219	New	+$205K	0.08%	125

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

BSW Wealth Partners's WPM Position: Q2 2026 in Review

BSW Wealth Partners opened a new position in Wheaton Precious Metals (WPM) in Q2 2026: 2,984 shares worth $335K. The stake represents 0.04% of the portfolio and ranks #234 among its holdings. This is a return to the name: BSW Wealth Partners previously reported a position in WPM as recently as Q2 2021.

BSW Wealth Partners first reported a position in WPM in Q2 2020 and has held it in 6 quarters since. The position peaked at $351K in Q2 2021. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

BSW Wealth Partners held 2,984 shares of Wheaton Precious Metals worth $335K as of Q2 2026.
Wheaton Precious Metals was a new BSW Wealth Partners position in Q2 2026.
Wheaton Precious Metals made up 0.04% of BSW Wealth Partners's portfolio in Q2 2026, its #234 holding.
BSW Wealth Partners first reported a position in Wheaton Precious Metals in Q2 2020 and has held it in 6 quarters since.
BSW Wealth Partners's Wheaton Precious Metals position peaked at $351K in Q2 2021.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.