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Fermata Advisors’s Wheaton Precious Metals WPM Stock Holding History

Fermata 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
Q2 		$264K Buy
2,346
+572
+32% +$74.4K 0.05% 217
2026
Q1 		$232K Buy
+1,774
New +$247K 0.05% 213
2025
Q4 		– Sell
-2,028
Closed -$227K – 227
2025
Q3 		$227K Buy
+2,028
New +$198K 0.06% 193

Other funds holding WPM

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
HC
Hendley & Co Zanesville, Ohio $283M AUM 19.89% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Fermata Advisors's WPM Position: Q2 2026 in Review

Fermata Advisors increased its Wheaton Precious Metals (WPM) stake by 32% in Q2 2026, buying an estimated $74.4K and bringing the position to 2,346 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #217.

Fermata Advisors first reported a position in WPM in Q3 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Fermata Advisors held 2,346 shares of Wheaton Precious Metals worth $264K as of Q2 2026.
  • Fermata Advisors bought 572 Wheaton Precious Metals shares in Q2 2026, an estimated $74.4K.
  • Wheaton Precious Metals made up 0.05% of Fermata Advisors's portfolio in Q2 2026, its #217 holding.
  • Fermata Advisors first reported a position in Wheaton Precious Metals in Q3 2025 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.