FWL Investment Management’s Wheaton Precious Metals WPM Stock Holding History

FWL Investment Management’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	$86.9K	Buy	+774	New	+$101K	0.02%	159
2024 Q3	–	Sell	-1,150	Closed	-$60.3K	–	319
2024 Q2	$60.3K	Hold	1,150	–	–	0.03%	95
2024 Q1	$54.2K	Hold	1,150	–	–	0.03%	90
2023 Q4	$56.7K	Hold	1,150	–	–	0.03%	87
2023 Q3	$46.6K	Buy	+1,150	New	+$49.6K	0.03%	94
2023 Q1	–	Sell	-3,000	Closed	-$117K	–	195
2022 Q4	$117K	Buy	+3,000	New	+$108K	0.09%	66

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

FWL Investment Management's WPM Position: Q2 2026 in Review

FWL Investment Management opened a new position in Wheaton Precious Metals (WPM) in Q2 2026: 774 shares worth $86.9K. The stake represents 0.02% of the portfolio and ranks #159 among its holdings. This is a return to the name: FWL Investment Management previously reported a position in WPM as recently as Q2 2024.

FWL Investment Management first reported a position in WPM in Q4 2022 and has held it in 6 quarters since. The position peaked at $117K in Q4 2022. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

FWL Investment Management held 774 shares of Wheaton Precious Metals worth $86.9K as of Q2 2026.
Wheaton Precious Metals was a new FWL Investment Management position in Q2 2026.
Wheaton Precious Metals made up 0.02% of FWL Investment Management's portfolio in Q2 2026, its #159 holding.
FWL Investment Management first reported a position in Wheaton Precious Metals in Q4 2022 and has held it in 6 quarters since.
FWL Investment Management's Wheaton Precious Metals position peaked at $117K in Q4 2022.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

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