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Intellus Advisors’s Wheaton Precious Metals WPM Stock Holding History

Intellus 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 		$9.21M Buy
82,027
+1,579
+2% +$205K 1.12% 25
2026
Q1 		$10.5M Sell
80,448
-62,644
-44% -$8.71M 1.44% 24
2025
Q4 		$16.8M Sell
143,092
-50,083
-26% -$5.36M 2.23% 18
2025
Q3 		$21.6M Sell
193,175
-4,489
-2% -$439K 2.95% 12
2025
Q2 		$17.8M Sell
197,664
-27,638
-12% -$2.33M 2.65% 14
2025
Q1 		$17.5M Sell
225,302
-6,483
-3% -$433K 3.06% 10
2024
Q4 		$13M Buy
+231,785
New +$14.4M 2.26% 15

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

Intellus Advisors's WPM Position: Q2 2026 in Review

Intellus Advisors increased its Wheaton Precious Metals (WPM) stake by 2% in Q2 2026, buying an estimated $205K and bringing the position to 82,027 shares worth $9.21M. The position accounts for 1.12% of the portfolio, ranked #25.

Intellus Advisors first reported a position in WPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.6M in Q3 2025. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Intellus Advisors held 82,027 shares of Wheaton Precious Metals worth $9.21M as of Q2 2026.
  • Intellus Advisors bought 1,579 Wheaton Precious Metals shares in Q2 2026, an estimated $205K.
  • Wheaton Precious Metals made up 1.12% of Intellus Advisors's portfolio in Q2 2026, its #25 holding.
  • Intellus Advisors first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 7 quarters since.
  • Intellus Advisors's Wheaton Precious Metals position peaked at $21.6M in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.