Diversify Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Diversify Wealth Management’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	$286K	Buy	2,553 +195	+8%	+$25.4K	﹤0.01%	1071
2026 Q1	$294K	Sell	2,358 -820	-26%	-$114K	0.01%	966
2025 Q4	$416K	Buy	3,178 +53	+2%	+$5.67K	0.02%	480
2025 Q3	$304K	Hold	3,125	–	–	0.02%	453
2025 Q2	$301K	Sell	3,125 -1,515	-33%	-$128K	0.02%	460
2025 Q1	$380K	Sell	4,640 -14	-0.3%	-$934	0.03%	401
2024 Q4	$266K	Sell	4,654 -1	-0%	-$62	0.02%	448
2024 Q3	$314K	Buy	4,655 +22	+0.5%	+$1.31K	0.03%	388
2024 Q2	$260K	Buy	+4,633	New	+$248K	0.03%	379

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

Diversify Wealth Management's WPM Position: Q2 2026 in Review

Diversify Wealth Management increased its Wheaton Precious Metals (WPM) stake by 8.3% in Q2 2026, buying an estimated $25.4K and bringing the position to 2,553 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Diversify Wealth Management first reported a position in WPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $416K in Q4 2025. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Diversify Wealth Management held 2,553 shares of Wheaton Precious Metals worth $286K as of Q2 2026.
Diversify Wealth Management bought 195 Wheaton Precious Metals shares in Q2 2026, an estimated $25.4K.
Wheaton Precious Metals made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1071 holding.
Diversify Wealth Management first reported a position in Wheaton Precious Metals in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Wheaton Precious Metals position peaked at $416K in Q4 2025.
854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.