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Intentional Wealth Strategies’s Wheaton Precious Metals WPM Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-4
Closed -$524 – 896
2026
Q1 		$524 Buy
+4
New +$556 ﹤0.01% 852

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

Intentional Wealth Strategies's WPM Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Wheaton Precious Metals (WPM) in Q2 2026, closing a stake of 4 shares — an estimated $524 sold.

Intentional Wealth Strategies first reported a position in WPM in Q1 2026 and held it in 1 quarter. The position peaked at $524 in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Wheaton Precious Metals position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 4 Wheaton Precious Metals shares in Q2 2026, an estimated $524.
  • Intentional Wealth Strategies first reported a position in Wheaton Precious Metals in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Wheaton Precious Metals position peaked at $524 in Q1 2026.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.