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Independent Financial Group’s Wheaton Precious Metals WPM Stock Holding History

Independent Financial Group’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 		$660K Buy
5,880
+606
+11% +$78.8K 0.01% 861
2026
Q1 		$691K Sell
5,274
-2,930
-36% -$407K 0.02% 773
2025
Q4 		$964K Buy
8,204
+16
+0.2% +$1.71K 0.02% 634
2025
Q3 		$916K Sell
8,188
-6,309
-44% -$616K 0.02% 623
2025
Q2 		$1.3M Buy
14,497
+6,800
+88% +$572K 0.04% 464
2025
Q1 		$598K Hold
7,697
– – 0.02% 646
2024
Q4 		$433K Buy
7,697
+1
+0% +$62 0.01% 745
2024
Q3 		$470K Buy
7,696
+753
+11% +$44.8K 0.02% 677
2024
Q2 		$364K Buy
6,943
+1
+0% +$53 0.01% 749
2024
Q1 		$327K Sell
6,942
-100
-1% -$4.52K 0.02% 745
2023
Q4 		$347K Sell
7,042
-493
-7% -$22.3K 0.02% 664
2023
Q3 		$306K Sell
7,535
-783
-9% -$33.8K 0.02% 651
2023
Q2 		$360K Buy
8,318
+102
+1% +$4.85K 0.02% 574
2023
Q1 		$396K Buy
8,216
+83
+1% +$3.63K 0.03% 521
2022
Q4 		$318K Buy
8,133
+517
+7% +$18.7K 0.03% 541
2022
Q3 		$246K Sell
7,616
-499
-6% -$16.4K 0.02% 598
2022
Q2 		$292K Sell
8,115
-402
-5% -$17.4K 0.03% 511
2022
Q1 		$405K Buy
8,517
+299
+4% +$13K 0.03% 495
2021
Q4 		$353K Buy
8,218
+1,441
+21% +$59.3K 0.03% 534
2021
Q3 		$255K Buy
6,777
+451
+7% +$19.7K 0.03% 585
2021
Q2 		$279K Buy
6,326
+2
+0% +$89 0.03% 551
2021
Q1 		$242K Hold
6,324
– – 0.03% 534
2020
Q4 		$264K Sell
6,324
-309
-5% -$13.8K 0.04% 453
2020
Q3 		$324K Buy
6,633
+460
+7% +$23.4K 0.06% 335
2020
Q2 		$271K Buy
+6,173
New +$243K 0.06% 335

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 $59.9B AUM 27.01% 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

Independent Financial Group's WPM Position: Q2 2026 in Review

Independent Financial Group increased its Wheaton Precious Metals (WPM) stake by 11% in Q2 2026, buying an estimated $78.8K and bringing the position to 5,880 shares worth $660K. The position accounts for 0.01% of the portfolio, ranked #861.

Independent Financial Group first reported a position in WPM in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.3M in Q2 2025. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Independent Financial Group held 5,880 shares of Wheaton Precious Metals worth $660K as of Q2 2026.
  • Independent Financial Group bought 606 Wheaton Precious Metals shares in Q2 2026, an estimated $78.8K.
  • Wheaton Precious Metals made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #861 holding.
  • Independent Financial Group first reported a position in Wheaton Precious Metals in Q2 2020 and has held it in 25 quarters since.
  • Independent Financial Group's Wheaton Precious Metals position peaked at $1.3M in Q2 2025.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.