Financial Management Professionals’s Wheaton Precious Metals WPM Stock Holding History

Financial Management Professionals’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	$73.6K	Buy	655 +19	+3%	+$2.47K	0.01%	251
2026 Q1	$83.4K	Hold	636	–	–	0.01%	213
2025 Q4	$74.7K	Hold	636	–	–	0.01%	223
2025 Q3	$71.1K	Hold	636	–	–	0.01%	231
2025 Q2	$57.1K	Sell	636 -13	-2%	-$1.09K	0.01%	239
2025 Q1	$50.4K	Hold	649	–	–	0.01%	258
2024 Q4	$36.5K	Sell	649 -229	-26%	-$14.2K	﹤0.01%	313
2024 Q3	$54K	Buy	878 +3	+0.3%	+$178	0.01%	263
2024 Q2	$46K	Hold	875	–	–	0.01%	270
2024 Q1	$41K	Buy	875 +2	+0.2%	+$90	0.01%	309
2023 Q4	$43K	Buy	873 +5	+0.6%	+$226	0.01%	284
2023 Q3	$35K	Buy	868 +9	+1%	+$388	0.01%	285
2023 Q2	$37K	Hold	859	–	–	0.01%	297
2023 Q1	$41K	Hold	859	–	–	0.01%	293
2022 Q4	$34K	Hold	859	–	–	0.01%	274
2022 Q3	$28K	Buy	859 +753	+710%	+$24.7K	0.01%	286
2022 Q2	$4K	Buy	+106	New	+$4.6K	﹤0.01%	671
2022 Q1	–	Sell	-225	Closed	-$10K	–	1166
2021 Q4	$10K	Sell	225 -61	-21%	-$2.51K	﹤0.01%	491
2021 Q3	$11K	Buy	286 +49	+21%	+$2.14K	﹤0.01%	467
2021 Q2	$10K	Buy	237 +200	+541%	+$8.9K	﹤0.01%	407
2021 Q1	$1K	Buy	+37	New	+$1.47K	﹤0.01%	647
2020 Q4	–	Sell	-43	Closed	-$2K	–	684
2020 Q3	$2K	Buy	43 +6	+16%	+$306	﹤0.01%	536
2020 Q2	$2K	Buy	+37	New	+$1.46K	﹤0.01%	524

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

Financial Management Professionals's WPM Position: Q2 2026 in Review

Financial Management Professionals increased its Wheaton Precious Metals (WPM) stake by 3% in Q2 2026, buying an estimated $2.47K and bringing the position to 655 shares worth $73.6K. The position accounts for 0.01% of the portfolio, ranked #251.

Financial Management Professionals first reported a position in WPM in Q2 2020 and has held it in 23 quarters since. The position peaked at $83.4K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Financial Management Professionals held 655 shares of Wheaton Precious Metals worth $73.6K as of Q2 2026.
Financial Management Professionals bought 19 Wheaton Precious Metals shares in Q2 2026, an estimated $2.47K.
Wheaton Precious Metals made up 0.01% of Financial Management Professionals's portfolio in Q2 2026, its #251 holding.
Financial Management Professionals first reported a position in Wheaton Precious Metals in Q2 2020 and has held it in 23 quarters since.
Financial Management Professionals's Wheaton Precious Metals position peaked at $83.4K in Q1 2026.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.