Elser Financial Planning’s Wheaton Precious Metals WPM Stock Holding History

Elser Financial Planning’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	–	Sell	-4,715	Closed	-$639K	–	141
2026 Q1	$639K	Buy	+4,715	New	+$656K	0.03%	65

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

Elser Financial Planning's WPM Position: Q2 2026 in Review

Elser Financial Planning sold out of Wheaton Precious Metals (WPM) in Q2 2026, closing a stake of 4,715 shares — an estimated $639K sold.

Elser Financial Planning first reported a position in WPM in Q1 2026 and held it in 1 quarter. The position peaked at $639K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Elser Financial Planning reported no remaining Wheaton Precious Metals position as of Q2 2026 after selling out during the quarter.
Elser Financial Planning sold 4,715 Wheaton Precious Metals shares in Q2 2026, an estimated $639K.
Elser Financial Planning first reported a position in Wheaton Precious Metals in Q1 2026 and held it in 1 quarter.
Elser Financial Planning's Wheaton Precious Metals position peaked at $639K in Q1 2026.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.