JFS Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

JFS Wealth 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	$124K	Hold	1,100	–	–	0.01%	399
2026 Q1	$144K	Hold	1,100	–	–	0.01%	363
2025 Q4	$129K	Hold	1,100	–	–	0.01%	372
2025 Q3	$123K	Hold	1,100	–	–	0.01%	384
2025 Q2	$98.8K	Buy	1,100 +1,000	+1,000%	+$84.2K	0.01%	369
2025 Q1	$7.76K	Hold	100	–	–	﹤0.01%	964
2024 Q4	$5.62K	Hold	100	–	–	﹤0.01%	1086
2024 Q3	$6.11K	Hold	100	–	–	﹤0.01%	1046
2024 Q2	$5.24K	Hold	100	–	–	﹤0.01%	1051
2024 Q1	$4.71K	Sell	100 -5	-5%	-$226	﹤0.01%	1127
2023 Q4	$5.18K	Hold	105	–	–	﹤0.01%	1046
2023 Q3	$4.26K	Hold	105	–	–	﹤0.01%	1056
2023 Q2	$4.54K	Hold	105	–	–	﹤0.01%	1048
2023 Q1	$5.06K	Hold	105	–	–	﹤0.01%	981
2022 Q4	$4.1K	Buy	105 +78	+289%	+$2.82K	﹤0.01%	1073
2022 Q3	$1K	Sell	27 -80	-75%	-$2.63K	﹤0.01%	1679
2022 Q2	$4K	Sell	107 -7	-6%	-$304	﹤0.01%	1126
2022 Q1	$5K	Buy	114 +63	+124%	+$2.74K	﹤0.01%	1090
2021 Q4	$2K	Buy	51 +30	+143%	+$1.24K	﹤0.01%	1197
2021 Q3	$1K	Hold	21	–	–	﹤0.01%	820
2021 Q2	$1K	Hold	21	–	–	﹤0.01%	587
2021 Q1	$1K	Buy	+21	New	+$833	﹤0.01%	579

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

JFS Wealth Advisors's WPM Position: Q2 2026 in Review

JFS Wealth Advisors held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 1,100 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #399.

JFS Wealth Advisors first reported a position in WPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $144K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

JFS Wealth Advisors held 1,100 shares of Wheaton Precious Metals worth $124K as of Q2 2026.
JFS Wealth Advisors left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #399 holding.
JFS Wealth Advisors first reported a position in Wheaton Precious Metals in Q1 2021 and has held it in 22 quarters since.
JFS Wealth Advisors's Wheaton Precious Metals position peaked at $144K in Q1 2026.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.