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 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 $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Level Four Advisory Services's WPM Position: Q1 2026 in Review

Level Four Advisory Services reduced its Wheaton Precious Metals (WPM) stake by 4.2% in Q1 2026, selling an estimated $10K and leaving 1,650 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #806.

Level Four Advisory Services first reported a position in WPM in Q4 2019 and has held it in 3 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Level Four Advisory Services held 1,650 shares of Wheaton Precious Metals worth $216K as of Q1 2026.
Level Four Advisory Services sold 72 Wheaton Precious Metals shares in Q1 2026, an estimated $10K.
Wheaton Precious Metals made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #806 holding.
Level Four Advisory Services first reported a position in Wheaton Precious Metals in Q4 2019 and has held it in 3 quarters since.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.