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John A. Wolfe & Associates’s Wheaton Precious Metals WPM Stock Holding History

John A. Wolfe & Associates’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 		$151K Hold
1,343
– – 0.21% 35
2026
Q1 		$176K Sell
1,343
-793
-37% -$110K 0.27% 33
2025
Q4 		$251K Buy
+2,136
New +$229K 0.14% 29

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 $59.9B AUM 27.01% 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

John A. Wolfe & Associates's WPM Position: Q2 2026 in Review

John A. Wolfe & Associates held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 1,343 shares worth $151K. The position accounts for 0.21% of the portfolio, ranked #35.

John A. Wolfe & Associates first reported a position in WPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $251K in Q4 2025. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • John A. Wolfe & Associates held 1,343 shares of Wheaton Precious Metals worth $151K as of Q2 2026.
  • John A. Wolfe & Associates left its Wheaton Precious Metals share count unchanged in Q2 2026.
  • Wheaton Precious Metals made up 0.21% of John A. Wolfe & Associates's portfolio in Q2 2026, its #35 holding.
  • John A. Wolfe & Associates first reported a position in Wheaton Precious Metals in Q4 2025 and has held it in 3 quarters since.
  • John A. Wolfe & Associates's Wheaton Precious Metals position peaked at $251K in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on John A. Wolfe & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.