BFC Planning, Inc.’s Wheaton Precious Metals WPM Stock Holding History

BFC Planning, Inc.’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	$104K	Buy	930 +244	+36%	+$31.7K	﹤0.01%	1220
2026 Q1	$89.9K	Sell	686 -730	-52%	-$102K	﹤0.01%	1145
2025 Q4	$166K	Buy	1,416 +62	+5%	+$6.64K	0.01%	941
2025 Q3	$151K	Buy	1,354 +1	+0.1%	+$98	0.01%	766
2025 Q2	$122K	Sell	1,353 -359	-21%	-$30.2K	0.01%	806
2025 Q1	$133K	Buy	1,712 +181	+12%	+$12.1K	0.01%	762
2024 Q4	$86.1K	Buy	+1,531	New	+$94.8K	0.01%	930

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 $91.6B AUM 30% 1-Year Est. Return

BFC Planning, Inc.'s WPM Position: Q2 2026 in Review

BFC Planning, Inc. increased its Wheaton Precious Metals (WPM) stake by 36% in Q2 2026, buying an estimated $31.7K and bringing the position to 930 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

BFC Planning, Inc. first reported a position in WPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $166K in Q4 2025. 856 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

BFC Planning, Inc. held 930 shares of Wheaton Precious Metals worth $104K as of Q2 2026.
BFC Planning, Inc. bought 244 Wheaton Precious Metals shares in Q2 2026, an estimated $31.7K.
Wheaton Precious Metals made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1220 holding.
BFC Planning, Inc. first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Wheaton Precious Metals position peaked at $166K in Q4 2025.
856 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.