Guardian Partners’s Wheaton Precious Metals WPM Stock Holding History

Guardian 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	$1.55M	Sell	13,825 -1,281	-8%	-$167K	0.14%	92
2026 Q1	$1.98M	Buy	15,106 +6,726	+80%	+$935K	0.17%	88
2025 Q4	$1.17M	Sell	8,380 -1,420	-14%	-$152K	0.09%	120
2025 Q3	$1.09M	Buy	9,800 +2,156	+28%	+$211K	0.09%	111
2025 Q2	$681K	Buy	7,644 +804	+12%	+$67.7K	0.06%	132
2025 Q1	$538K	Buy	+6,840	New	+$456K	0.06%	129

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

Guardian Partners's WPM Position: Q2 2026 in Review

Guardian Partners reduced its Wheaton Precious Metals (WPM) stake by 8.5% in Q2 2026, selling an estimated $167K and leaving 13,825 shares worth $1.55M. The position accounts for 0.14% of the portfolio, ranked #92.

Guardian Partners first reported a position in WPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.98M in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Guardian Partners held 13,825 shares of Wheaton Precious Metals worth $1.55M as of Q2 2026.
Guardian Partners sold 1,281 Wheaton Precious Metals shares in Q2 2026, an estimated $167K.
Wheaton Precious Metals made up 0.14% of Guardian Partners's portfolio in Q2 2026, its #92 holding.
Guardian Partners first reported a position in Wheaton Precious Metals in Q1 2025 and has held it in 6 quarters since.
Guardian Partners's Wheaton Precious Metals position peaked at $1.98M in Q1 2026.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.