Leonard Rickey Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History

Leonard Rickey Investment 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	–	Sell	-1,535	Closed	-$201K	–	133
2026 Q1	$201K	Buy	+1,535	New	+$213K	0.03%	117

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

Leonard Rickey Investment Advisors's WPM Position: Q2 2026 in Review

Leonard Rickey Investment Advisors sold out of Wheaton Precious Metals (WPM) in Q2 2026, closing a stake of 1,535 shares — an estimated $201K sold.

Leonard Rickey Investment Advisors first reported a position in WPM in Q1 2026 and held it in 1 quarter. The position peaked at $201K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Leonard Rickey Investment Advisors reported no remaining Wheaton Precious Metals position as of Q2 2026 after selling out during the quarter.
Leonard Rickey Investment Advisors sold 1,535 Wheaton Precious Metals shares in Q2 2026, an estimated $201K.
Leonard Rickey Investment Advisors first reported a position in Wheaton Precious Metals in Q1 2026 and held it in 1 quarter.
Leonard Rickey Investment Advisors's Wheaton Precious Metals position peaked at $201K in Q1 2026.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.