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Laffer Tengler Investments’s Wheaton Precious Metals WPM Stock Holding History

Laffer Tengler Investments’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 		$381K Buy
3,388
+288
+9% +$37.5K 0.05% 154
2026
Q1 		$406K Buy
3,100
+834
+37% +$116K 0.06% 149
2025
Q4 		$266K Buy
2,266
+310
+16% +$33.2K 0.04% 157
2025
Q3 		$219K Buy
+1,956
New +$191K 0.03% 156
2025
Q2 		– Sell
-3,073
Closed -$239K – 170
2025
Q1 		$239K Buy
+3,073
New +$205K 0.05% 121
2024
Q3 		– Sell
-2,658
Closed -$139K – 349
2024
Q2 		$139K Buy
2,658
+201
+8% +$10.7K 0.03% 191
2024
Q1 		$116K Sell
2,457
-2,584
-51% -$117K 0.03% 181
2023
Q4 		$249K Buy
5,041
+138
+3% +$6.24K 0.07% 128
2023
Q3 		$199K Buy
4,903
+564
+13% +$24.3K 0.06% 139
2023
Q2 		$188K Buy
4,339
+555
+15% +$26.4K 0.05% 206
2023
Q1 		$182K Buy
3,784
+701
+23% +$30.6K 0.05% 204
2022
Q4 		$120K Buy
3,083
+876
+40% +$31.7K 0.03% 239
2022
Q3 		$71.4K Buy
2,207
+145
+7% +$4.76K 0.03% 239
2022
Q2 		$74.3K Buy
2,062
+207
+11% +$8.98K 0.03% 237
2022
Q1 		$88.3K Sell
1,855
-272
-13% -$11.8K 0.03% 261
2021
Q4 		$91.3K Buy
2,127
+117
+6% +$4.82K 0.03% 260
2021
Q3 		$75.5K Buy
+2,010
New +$87.7K 0.02% 308

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

Laffer Tengler Investments's WPM Position: Q2 2026 in Review

Laffer Tengler Investments increased its Wheaton Precious Metals (WPM) stake by 9.3% in Q2 2026, buying an estimated $37.5K and bringing the position to 3,388 shares worth $381K. The position accounts for 0.05% of the portfolio, ranked #154.

Laffer Tengler Investments first reported a position in WPM in Q3 2021 and has held it in 17 quarters since. The position peaked at $406K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Laffer Tengler Investments held 3,388 shares of Wheaton Precious Metals worth $381K as of Q2 2026.
  • Laffer Tengler Investments bought 288 Wheaton Precious Metals shares in Q2 2026, an estimated $37.5K.
  • Wheaton Precious Metals made up 0.05% of Laffer Tengler Investments's portfolio in Q2 2026, its #154 holding.
  • Laffer Tengler Investments first reported a position in Wheaton Precious Metals in Q3 2021 and has held it in 17 quarters since.
  • Laffer Tengler Investments's Wheaton Precious Metals position peaked at $406K in Q1 2026.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.