Flagship Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

Flagship Wealth 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	$81.3K	Buy	+724	New	+$94.2K	0.02%	225
2026 Q1	–	Sell	-724	Closed	-$85.1K	–	409
2025 Q4	$85.1K	Hold	724	–	–	0.02%	177
2025 Q3	$81K	Hold	724	–	–	0.03%	182
2025 Q2	$65K	Hold	724	–	–	0.02%	187
2025 Q1	$56.2K	Hold	724	–	–	0.02%	197
2024 Q4	$40.7K	Buy	+724	New	+$44.8K	0.02%	204

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

Flagship Wealth Advisors's WPM Position: Q2 2026 in Review

Flagship Wealth Advisors opened a new position in Wheaton Precious Metals (WPM) in Q2 2026: 724 shares worth $81.3K. The stake represents 0.02% of the portfolio and ranks #225 among its holdings. This is a return to the name: Flagship Wealth Advisors previously reported a position in WPM as recently as Q4 2025.

Flagship Wealth Advisors first reported a position in WPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $85.1K in Q4 2025. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Flagship Wealth Advisors held 724 shares of Wheaton Precious Metals worth $81.3K as of Q2 2026.
Wheaton Precious Metals was a new Flagship Wealth Advisors position in Q2 2026.
Wheaton Precious Metals made up 0.02% of Flagship Wealth Advisors's portfolio in Q2 2026, its #225 holding.
Flagship Wealth Advisors first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's Wheaton Precious Metals position peaked at $85.1K in Q4 2025.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.