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

Burkett 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
Q3 		$24.6K Hold
184
– – 0.01% 228
2026
Q2 		$20.7K Hold
184
– – 0.01% 148
2026
Q1 		$24.1K Hold
184
– – 0.01% 136
2025
Q4 		$21.6K Buy
+184
New +$19.7K 0.01% 135

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MSV
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SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Burkett Financial Services's WPM Position: Q3 2026 in Review

Burkett Financial Services held its Wheaton Precious Metals (WPM) position steady in Q3 2026 at 184 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #228.

Burkett Financial Services first reported a position in WPM in Q4 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

  • Burkett Financial Services held 184 shares of Wheaton Precious Metals worth $24.6K as of Q3 2026.
  • Burkett Financial Services left its Wheaton Precious Metals share count unchanged in Q3 2026.
  • Wheaton Precious Metals made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #228 holding.
  • Burkett Financial Services first reported a position in Wheaton Precious Metals in Q4 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.