Confluence Wealth Services’s Wheaton Precious Metals WPM Stock Holding History

Confluence Wealth 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 Q2	$479K	Buy	4,263 +350	+9%	+$45.5K	0.01%	338
2026 Q1	$513K	Sell	3,913 -358	-8%	-$49.8K	0.02%	260
2025 Q4	$502K	Sell	4,271 -100	-2%	-$10.7K	0.02%	257
2025 Q3	$489K	Sell	4,371 -121	-3%	-$11.8K	0.02%	248
2025 Q2	$403K	Hold	4,492	–	–	0.02%	270
2025 Q1	$366K	Hold	4,492	–	–	0.02%	269
2024 Q4	$265K	Sell	4,492 -300	-6%	-$18.6K	0.02%	288
2024 Q3	$293K	Sell	4,792 -500	-9%	-$29.7K	0.02%	285
2024 Q2	$277K	Hold	5,292	–	–	0.02%	315
2024 Q1	$249K	Buy	5,292 +500	+10%	+$22.6K	0.02%	299
2023 Q4	$236K	Buy	+4,792	New	+$217K	0.03%	269
2023 Q3	–	Sell	-4,792	Closed	-$207K	–	273
2023 Q2	$207K	Hold	4,792	–	–	0.04%	254
2023 Q1	$231K	Buy	+4,792	New	+$209K	0.05%	242
2022 Q2	–	Sell	-4,842	Closed	-$230K	–	287
2022 Q1	$230K	Buy	+4,842	New	+$211K	0.08%	221

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 $59.9B AUM 27.01% 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

Confluence Wealth Services's WPM Position: Q2 2026 in Review

Confluence Wealth Services increased its Wheaton Precious Metals (WPM) stake by 8.9% in Q2 2026, buying an estimated $45.5K and bringing the position to 4,263 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #338.

Confluence Wealth Services first reported a position in WPM in Q1 2022 and has held it in 14 quarters since. The position peaked at $513K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Confluence Wealth Services held 4,263 shares of Wheaton Precious Metals worth $479K as of Q2 2026.
Confluence Wealth Services bought 350 Wheaton Precious Metals shares in Q2 2026, an estimated $45.5K.
Wheaton Precious Metals made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #338 holding.
Confluence Wealth Services first reported a position in Wheaton Precious Metals in Q1 2022 and has held it in 14 quarters since.
Confluence Wealth Services's Wheaton Precious Metals position peaked at $513K in Q1 2026.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.