Jones Financial Companies’s Wheaton Precious Metals WPM Stock Holding History

Jones Financial Companies’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	$8.36M	Buy	73,755 +25,062	+51%	+$3.26M	﹤0.01%	981
2026 Q1	$6.07M	Buy	48,693 +18,418	+61%	+$2.56M	﹤0.01%	1005
2025 Q4	$3.56M	Buy	30,275 +5,467	+22%	+$585K	﹤0.01%	755
2025 Q3	$2.71M	Buy	24,808 +5,125	+26%	+$501K	﹤0.01%	769
2025 Q2	$1.72M	Buy	19,683 +11,496	+140%	+$968K	﹤0.01%	799
2025 Q1	$629K	Buy	8,187 +4,572	+126%	+$305K	﹤0.01%	1034
2024 Q4	$203K	Buy	3,615 +1,464	+68%	+$90.7K	﹤0.01%	1353
2024 Q3	$134K	Buy	2,151 +1,869	+663%	+$111K	﹤0.01%	1291
2024 Q2	$14.8K	Buy	+282	New	+$15.1K	﹤0.01%	1634

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 $59.9B AUM 27.01% 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

Jones Financial Companies's WPM Position: Q2 2026 in Review

Jones Financial Companies increased its Wheaton Precious Metals (WPM) stake by 51% in Q2 2026, buying an estimated $3.26M and bringing the position to 73,755 shares worth $8.36M. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Jones Financial Companies first reported a position in WPM in Q2 2024 and has held it in 9 quarters since. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Jones Financial Companies held 73,755 shares of Wheaton Precious Metals worth $8.36M as of Q2 2026.
Jones Financial Companies bought 25,062 Wheaton Precious Metals shares in Q2 2026, an estimated $3.26M.
Wheaton Precious Metals made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #981 holding.
Jones Financial Companies first reported a position in Wheaton Precious Metals in Q2 2024 and has held it in 9 quarters since.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.