Kestra Private Wealth Services’s Wheaton Precious Metals WPM Stock Holding History

Kestra Private Wealth Services’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	$344K	Sell	3,067 -4,774	-61%	-$621K	﹤0.01%	1438
2026 Q1	$1.03M	Sell	7,841 -2,408	-23%	-$335K	0.01%	828
2025 Q4	$1.2M	Sell	10,249 -515	-5%	-$55.1K	0.01%	727
2025 Q3	$1.2M	Buy	10,764 +7,105	+194%	+$694K	0.02%	702
2025 Q2	$329K	Buy	3,659 +584	+19%	+$49.2K	﹤0.01%	1233
2025 Q1	$239K	Buy	+3,075	New	+$205K	﹤0.01%	1301
2024 Q3	–	Sell	-4,434	Closed	-$232K	–	1472
2024 Q2	$232K	Sell	4,434 -95	-2%	-$5.08K	﹤0.01%	1161
2024 Q1	$213K	Buy	+4,529	New	+$205K	﹤0.01%	1160

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

Kestra Private Wealth Services's WPM Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Wheaton Precious Metals (WPM) stake by 61% in Q2 2026, selling an estimated $621K and leaving 3,067 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Kestra Private Wealth Services first reported a position in WPM in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.2M in Q4 2025. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Kestra Private Wealth Services held 3,067 shares of Wheaton Precious Metals worth $344K as of Q2 2026.
Kestra Private Wealth Services sold 4,774 Wheaton Precious Metals shares in Q2 2026, an estimated $621K.
Wheaton Precious Metals made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1438 holding.
Kestra Private Wealth Services first reported a position in Wheaton Precious Metals in Q1 2024 and has held it in 8 quarters since.
Kestra Private Wealth Services's Wheaton Precious Metals position peaked at $1.2M in Q4 2025.
854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.