Level Four Advisory Services’s Wheaton Precious Metals WPM Stock Holding History

Level Four Advisory 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	–	Sell	-1,650	Closed	-$216K	–	965
2026 Q1	$216K	Sell	1,650 -72	-4%	-$10K	0.01%	806
2025 Q4	$202K	Buy	+1,722	New	+$184K	0.01%	814
2020 Q1	–	Sell	-2,401	Closed	-$207K	–	585
2019 Q4	$207K	Buy	+2,401	New	+$65.6K	0.01%	539

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

Level Four Advisory Services's WPM Position: Q2 2026 in Review

Level Four Advisory Services sold out of Wheaton Precious Metals (WPM) in Q2 2026, closing a stake of 1,650 shares — an estimated $216K sold.

Level Four Advisory Services first reported a position in WPM in Q4 2019 and held it in 3 quarters. The position peaked at $216K in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Level Four Advisory Services reported no remaining Wheaton Precious Metals position as of Q2 2026 after selling out during the quarter.
Level Four Advisory Services sold 1,650 Wheaton Precious Metals shares in Q2 2026, an estimated $216K.
Level Four Advisory Services first reported a position in Wheaton Precious Metals in Q4 2019 and held it in 3 quarters.
Level Four Advisory Services's Wheaton Precious Metals position peaked at $216K in Q1 2026.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.