LW
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Lauer Wealth’s Wheaton Precious Metals WPM Stock Holding History

Lauer Wealth’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 		$286K Buy
+2,633
New +$343K 0.17% 58

Other funds holding WPM

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

Lauer Wealth's WPM Position: Q2 2026 in Review

Lauer Wealth opened a new position in Wheaton Precious Metals (WPM) in Q2 2026: 2,633 shares worth $286K. The stake represents 0.17% of the portfolio and ranks #58 among its holdings.

207 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Lauer Wealth held 2,633 shares of Wheaton Precious Metals worth $286K as of Q2 2026.
  • Wheaton Precious Metals was a new Lauer Wealth position in Q2 2026.
  • Wheaton Precious Metals made up 0.17% of Lauer Wealth's portfolio in Q2 2026, its #58 holding.
  • 207 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.