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J.W. Cole Advisors’s Wheaton Precious Metals WPM Stock Holding History

J.W. Cole 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 		$698K Buy
+6,211
New +$808K 0.01% 882
2026
Q1 		– Sell
-11,926
Closed -$1.34M – 1492
2025
Q4 		$1.34M Buy
11,926
+91
+0.8% +$9.74K 0.03% 543
2025
Q3 		$1.32M Buy
11,835
+439
+4% +$42.9K 0.03% 620
2025
Q2 		$1.02M Buy
11,396
+1,034
+10% +$87K 0.02% 659
2025
Q1 		$804K Buy
10,362
+4,018
+63% +$268K 0.03% 605
2024
Q4 		$357K Sell
6,344
-1,051
-14% -$65.1K 0.01% 721
2024
Q3 		$452K Sell
7,395
-303
-4% -$18K 0.02% 632
2024
Q2 		$404K Sell
7,698
-23
-0.3% -$1.23K 0.02% 585
2024
Q1 		$364K Buy
7,721
+473
+7% +$21.4K 0.02% 624
2023
Q4 		$358K Buy
7,248
+699
+11% +$31.6K 0.02% 580
2023
Q3 		$266K Buy
6,549
+19
+0.3% +$819 0.02% 595
2023
Q2 		$282K Buy
6,530
+289
+5% +$13.7K 0.02% 597
2023
Q1 		$301K Buy
6,241
+295
+5% +$12.9K 0.02% 600
2022
Q4 		$232K Buy
+5,946
New +$215K 0.02% 642
2021
Q1 		– Sell
-5,012
Closed -$209K – 701
2020
Q4 		$209K Sell
5,012
-963
-16% -$43K 0.02% 583
2020
Q3 		$293K Buy
+5,975
New +$305K 0.02% 554

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

J.W. Cole Advisors's WPM Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Wheaton Precious Metals (WPM) in Q2 2026: 6,211 shares worth $698K. The stake represents 0.01% of the portfolio and ranks #882 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in WPM as recently as Q4 2025.

J.W. Cole Advisors first reported a position in WPM in Q3 2020 and has held it in 16 quarters since. The position peaked at $1.34M in Q4 2025. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • J.W. Cole Advisors held 6,211 shares of Wheaton Precious Metals worth $698K as of Q2 2026.
  • Wheaton Precious Metals was a new J.W. Cole Advisors position in Q2 2026.
  • Wheaton Precious Metals made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #882 holding.
  • J.W. Cole Advisors first reported a position in Wheaton Precious Metals in Q3 2020 and has held it in 16 quarters since.
  • J.W. Cole Advisors's Wheaton Precious Metals position peaked at $1.34M in Q4 2025.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.