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

Kingswood 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	$1.09M	Buy	9,677 +61	+0.6%	+$7.94K	0.04%	393
2026 Q1	$1.26M	Buy	9,616 +186	+2%	+$25.9K	0.06%	322
2025 Q4	$1.11M	Sell	9,430 -185	-2%	-$19.8K	0.05%	330
2025 Q3	$1.08M	Sell	9,615 -306	-3%	-$29.9K	0.07%	306
2025 Q2	$891K	Buy	9,921 +2,955	+42%	+$249K	0.07%	285
2025 Q1	$540K	Buy	6,966 +390	+6%	+$26K	0.05%	371
2024 Q4	$370K	Buy	6,576 +2,019	+44%	+$125K	0.03%	536
2024 Q3	$278K	Sell	4,557 -1,929	-30%	-$115K	0.02%	596
2024 Q2	$340K	Sell	6,486 -650	-9%	-$34.8K	0.03%	483
2024 Q1	$336K	Sell	7,136 -2,605	-27%	-$118K	0.04%	446
2023 Q4	$481K	Sell	9,741 -295	-3%	-$13.3K	0.05%	354
2023 Q3	$407K	Sell	10,036 -340	-3%	-$14.7K	0.07%	283
2023 Q2	$448K	Buy	+10,376	New	+$493K	0.14%	147

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

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

Kingswood Wealth Advisors increased its Wheaton Precious Metals (WPM) stake by 0.63% in Q2 2026, buying an estimated $7.94K and bringing the position to 9,677 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #393.

Kingswood Wealth Advisors first reported a position in WPM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.26M in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Kingswood Wealth Advisors held 9,677 shares of Wheaton Precious Metals worth $1.09M as of Q2 2026.
Kingswood Wealth Advisors bought 61 Wheaton Precious Metals shares in Q2 2026, an estimated $7.94K.
Wheaton Precious Metals made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #393 holding.
Kingswood Wealth Advisors first reported a position in Wheaton Precious Metals in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's Wheaton Precious Metals position peaked at $1.26M in Q1 2026.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.