Jeppson Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Jeppson Wealth Management’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	$2.92M	Sell	25,992 -324	-1%	-$42.2K	0.86%	26
2026 Q1	$3.45M	Sell	26,316 -618	-2%	-$85.9K	1.08%	21
2025 Q4	$3.17M	Sell	26,934 -457	-2%	-$48.9K	1%	21
2025 Q3	$3.06M	Sell	27,391 -173	-0.6%	-$16.9K	0.98%	21
2025 Q2	$2.48M	Sell	27,564 -101	-0.4%	-$8.5K	0.86%	26
2025 Q1	$2.15M	Sell	27,665 -177	-0.6%	-$11.8K	0.79%	32
2024 Q4	$1.57M	Sell	27,842 -750	-3%	-$46.5K	0.57%	48
2024 Q3	$1.75M	Sell	28,592 -427	-1%	-$25.4K	0.63%	40
2024 Q2	$1.52M	Sell	29,019 -395	-1%	-$21.1K	0.58%	44
2024 Q1	$1.39M	Buy	29,414 +339	+1%	+$15.3K	0.54%	53
2023 Q4	$1.43M	Buy	29,075 +900	+3%	+$40.7K	0.59%	45
2023 Q3	$1.14M	Buy	28,175 +389	+1%	+$16.8K	0.52%	49
2023 Q2	$1.2M	Sell	27,786 -554	-2%	-$26.3K	0.52%	47
2023 Q1	$1.36M	Buy	28,340 +578	+2%	+$25.3K	0.59%	41
2022 Q4	$1.08M	Buy	27,762 +41	+0.1%	+$1.48K	0.46%	52
2022 Q3	$897K	Sell	27,721 -1,996	-7%	-$65.5K	0.41%	59
2022 Q2	$1.07M	Buy	29,717 +490	+2%	+$21.3K	0.46%	49
2022 Q1	$1.39M	Sell	29,227 -455	-2%	-$19.8K	0.65%	36
2021 Q4	$1.27M	Buy	29,682 +1,590	+6%	+$65.5K	0.61%	37
2021 Q3	$1.05M	Buy	28,092 +150	+0.5%	+$6.54K	0.55%	48
2021 Q2	$1.23M	Sell	27,942 -83	-0.3%	-$3.69K	0.67%	35
2021 Q1	$1.07M	Buy	28,025 +6,103	+28%	+$242K	0.64%	40
2020 Q4	$915K	Hold	21,922	–	–	0.61%	41
2020 Q3	$1.08M	Buy	+21,922	New	+$1.12M	0.84%	24

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Jeppson Wealth Management's WPM Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Wheaton Precious Metals (WPM) stake by 1.2% in Q2 2026, selling an estimated $42.2K and leaving 25,992 shares worth $2.92M. The position accounts for 0.86% of the portfolio, ranked #26.

Jeppson Wealth Management first reported a position in WPM in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.45M in Q1 2026. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Jeppson Wealth Management held 25,992 shares of Wheaton Precious Metals worth $2.92M as of Q2 2026.
Jeppson Wealth Management sold 324 Wheaton Precious Metals shares in Q2 2026, an estimated $42.2K.
Wheaton Precious Metals made up 0.86% of Jeppson Wealth Management's portfolio in Q2 2026, its #26 holding.
Jeppson Wealth Management first reported a position in Wheaton Precious Metals in Q3 2020 and has held it in 24 quarters since.
Jeppson Wealth Management's Wheaton Precious Metals position peaked at $3.45M in Q1 2026.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.