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Flatrock Wealth Partners’s Wheaton Precious Metals WPM Stock Holding History

Flatrock Wealth Partners’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 		$472K Sell
4,206
-4
-0.1% -$520 0.19% 74
2026
Q1 		$552K Hold
4,210
– – 0.25% 60
2025
Q4 		$495K Buy
+4,210
New +$451K 0.24% 61

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First Eagle Investment Management
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Vanguard Capital Management
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Mirae Asset Global ETFs Holdings
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Flatrock Wealth Partners's WPM Position: Q2 2026 in Review

Flatrock Wealth Partners reduced its Wheaton Precious Metals (WPM) stake by 0.1% in Q2 2026, selling an estimated $520 and leaving 4,206 shares worth $472K. The position accounts for 0.19% of the portfolio, ranked #74.

Flatrock Wealth Partners first reported a position in WPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $552K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Flatrock Wealth Partners held 4,206 shares of Wheaton Precious Metals worth $472K as of Q2 2026.
  • Flatrock Wealth Partners sold 4 Wheaton Precious Metals shares in Q2 2026, an estimated $520.
  • Wheaton Precious Metals made up 0.19% of Flatrock Wealth Partners's portfolio in Q2 2026, its #74 holding.
  • Flatrock Wealth Partners first reported a position in Wheaton Precious Metals in Q4 2025 and has held it in 3 quarters since.
  • Flatrock Wealth Partners's Wheaton Precious Metals position peaked at $552K in Q1 2026.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.