Coppell Advisory Solutions’s Wheaton Precious Metals WPM Stock Holding History

Coppell Advisory Solutions’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	$724K	Buy	+800	New	+$104K	0.06%	233
2025 Q1	–	Sell	-266	Closed	-$14.9K	–	1884
2024 Q4	$14.9K	Buy	266 +159	+149%	+$9.85K	﹤0.01%	976
2024 Q3	$6.66K	Hold	107	–	–	﹤0.01%	1199
2024 Q2	$5.59K	Buy	+107	New	+$5.72K	﹤0.01%	1175
2023 Q4	$5.26K	Sell	107 -1,999	-95%	-$90.4K	﹤0.01%	1093
2023 Q3	$82.3K	Buy	2,106 +1,999	+1,868%	+$86.2K	0.03%	233
2023 Q2	$4.54K	Buy	+107	New	+$5.08K	﹤0.01%	870
2023 Q1	–	Sell	-2,106	Closed	-$82.3K	–	1091
2022 Q4	$82.3K	Buy	+2,106	New	+$76.1K	0.03%	237

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

Coppell Advisory Solutions's WPM Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Wheaton Precious Metals (WPM) in Q2 2026: 800 shares worth $724K. The stake represents 0.06% of the portfolio and ranks #233 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in WPM as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in WPM in Q4 2022 and has held it in 8 quarters since. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Coppell Advisory Solutions held 800 shares of Wheaton Precious Metals worth $724K as of Q2 2026.
Wheaton Precious Metals was a new Coppell Advisory Solutions position in Q2 2026.
Wheaton Precious Metals made up 0.06% of Coppell Advisory Solutions's portfolio in Q2 2026, its #233 holding.
Coppell Advisory Solutions first reported a position in Wheaton Precious Metals in Q4 2022 and has held it in 8 quarters since.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.