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Farther Finance Advisors’s Wheaton Precious Metals WPM Stock Holding History

Farther Finance 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
Q3 		$1.45M Buy
10,834
+1,017
+10% +$135K 0.01% 937
2026
Q2 		$1.1M Sell
9,817
-135
-1% -$17.6K 0.01% 1043
2026
Q1 		$1.36M Sell
9,952
-1,003
-9% -$139K 0.01% 818
2025
Q4 		$1.29M Buy
10,955
+5,221
+91% +$559K 0.01% 771
2025
Q3 		$641K Buy
5,734
+1,078
+23% +$105K 0.01% 948
2025
Q2 		$418K Buy
4,656
+1,686
+57% +$142K 0.01% 994
2025
Q1 		$228K Buy
2,970
+6
+0.2% +$400 0.01% 1175
2024
Q4 		$167K Buy
2,964
+1,139
+62% +$70.5K 0.01% 1067
2024
Q3 		$111K Buy
1,825
+432
+31% +$25.7K ﹤0.01% 1257
2024
Q2 		$72.5K Buy
1,393
+96
+7% +$5.13K ﹤0.01% 1259
2024
Q1 		$62K Sell
1,297
-57
-4% -$2.58K ﹤0.01% 1104
2023
Q4 		$66.8K Buy
1,354
+428
+46% +$19.4K ﹤0.01% 928
2023
Q3 		$37.5K Sell
926
-424
-31% -$18.3K 0.01% 877
2023
Q2 		$58.3K Sell
1,350
-417
-24% -$19.8K 0.01% 621
2023
Q1 		$85.1K Buy
1,767
+50
+3% +$2.19K 0.02% 448
2022
Q4 		$67.1K Buy
+1,717
New +$62.1K 0.03% 427

Other funds holding WPM

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Farther Finance Advisors's WPM Position: Q3 2026 in Review

Farther Finance Advisors increased its Wheaton Precious Metals (WPM) stake by 10% in Q3 2026, buying an estimated $135K and bringing the position to 10,834 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #937.

Farther Finance Advisors first reported a position in WPM in Q4 2022 and has held it in 16 quarters since. 29 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

  • Farther Finance Advisors held 10,834 shares of Wheaton Precious Metals worth $1.45M as of Q3 2026.
  • Farther Finance Advisors bought 1,017 Wheaton Precious Metals shares in Q3 2026, an estimated $135K.
  • Wheaton Precious Metals made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #937 holding.
  • Farther Finance Advisors first reported a position in Wheaton Precious Metals in Q4 2022 and has held it in 16 quarters since.
  • 29 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.