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Intrua Financial’s Wheaton Precious Metals WPM Stock Holding History

Intrua Financial’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 		$221K Buy
1,966
+9
+0.5% +$1.17K 0.02% 453
2026
Q1 		$256K Buy
1,957
+200
+11% +$27.8K 0.03% 396
2025
Q4 		$206K Buy
+1,757
New +$188K 0.02% 447

Other funds holding WPM

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Intrua Financial's WPM Position: Q2 2026 in Review

Intrua Financial increased its Wheaton Precious Metals (WPM) stake by 0.46% in Q2 2026, buying an estimated $1.17K and bringing the position to 1,966 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #453.

Intrua Financial first reported a position in WPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $256K in Q1 2026. 414 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Intrua Financial held 1,966 shares of Wheaton Precious Metals worth $221K as of Q2 2026.
  • Intrua Financial bought 9 Wheaton Precious Metals shares in Q2 2026, an estimated $1.17K.
  • Wheaton Precious Metals made up 0.02% of Intrua Financial's portfolio in Q2 2026, its #453 holding.
  • Intrua Financial first reported a position in Wheaton Precious Metals in Q4 2025 and has held it in 3 quarters since.
  • Intrua Financial's Wheaton Precious Metals position peaked at $256K in Q1 2026.
  • 414 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.