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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
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 $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

J.W. Cole Advisors's WPM Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Wheaton Precious Metals (WPM) in Q1 2026, closing a stake of 11,926 shares — an estimated $1.34M sold.

J.W. Cole Advisors first reported a position in WPM in Q3 2020 and held it in 15 quarters. The position peaked at $1.34M in Q4 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Wheaton Precious Metals position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 11,926 Wheaton Precious Metals shares in Q1 2026, an estimated $1.34M.
  • J.W. Cole Advisors first reported a position in Wheaton Precious Metals in Q3 2020 and held it in 15 quarters.
  • J.W. Cole Advisors's Wheaton Precious Metals position peaked at $1.34M in Q4 2025.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.