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Foundations Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History

Foundations Investment 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 		$773K Buy
6,879
+1,474
+27% +$192K 0.01% 640
2026
Q1 		$708K Buy
5,405
+631
+13% +$87.8K 0.01% 616
2025
Q4 		$561K Buy
4,774
+983
+26% +$105K 0.01% 685
2025
Q3 		$424K Buy
3,791
+300
+9% +$29.3K 0.01% 717
2025
Q2 		$313K Buy
3,491
+336
+11% +$28.3K 0.01% 725
2025
Q1 		$245K Buy
+3,155
New +$211K ﹤0.01% 772

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
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

Foundations Investment Advisors's WPM Position: Q2 2026 in Review

Foundations Investment Advisors increased its Wheaton Precious Metals (WPM) stake by 27% in Q2 2026, buying an estimated $192K and bringing the position to 6,879 shares worth $773K. The position accounts for 0.01% of the portfolio, ranked #640.

Foundations Investment Advisors first reported a position in WPM in Q1 2025 and has held it in 6 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Foundations Investment Advisors held 6,879 shares of Wheaton Precious Metals worth $773K as of Q2 2026.
  • Foundations Investment Advisors bought 1,474 Wheaton Precious Metals shares in Q2 2026, an estimated $192K.
  • Wheaton Precious Metals made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #640 holding.
  • Foundations Investment Advisors first reported a position in Wheaton Precious Metals in Q1 2025 and has held it in 6 quarters since.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.