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

Concurrent 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	$494K	Buy	4,402 +404	+10%	+$52.6K	﹤0.01%	1405
2026 Q1	$524K	Sell	3,998 -205	-5%	-$28.5K	0.01%	1195
2025 Q4	$494K	Buy	4,203 +78	+2%	+$8.35K	0.01%	1147
2025 Q3	$461K	Buy	4,125 +2	+0%	+$195	0.01%	948
2025 Q2	$370K	Buy	4,123 +528	+15%	+$44.4K	0.01%	969
2025 Q1	$279K	Sell	3,595 -897	-20%	-$59.9K	0.01%	967
2024 Q4	$253K	Buy	4,492 +336	+8%	+$20.8K	0.01%	892
2024 Q3	$254K	Sell	4,156 -732	-15%	-$43.5K	0.01%	840
2024 Q2	$256K	Sell	4,888 -32	-0.7%	-$1.71K	0.01%	789
2024 Q1	$232K	Sell	4,920 -550	-10%	-$24.8K	0.01%	752
2023 Q4	$270K	Buy	+5,470	New	+$247K	0.01%	682

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

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

Concurrent Investment Advisors increased its Wheaton Precious Metals (WPM) stake by 10% in Q2 2026, buying an estimated $52.6K and bringing the position to 4,402 shares worth $494K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Concurrent Investment Advisors first reported a position in WPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $524K in Q1 2026. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Concurrent Investment Advisors held 4,402 shares of Wheaton Precious Metals worth $494K as of Q2 2026.
Concurrent Investment Advisors bought 404 Wheaton Precious Metals shares in Q2 2026, an estimated $52.6K.
Wheaton Precious Metals made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1405 holding.
Concurrent Investment Advisors first reported a position in Wheaton Precious Metals in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Wheaton Precious Metals position peaked at $524K in Q1 2026.
854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.