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Leverty Financial Group’s Wheaton Precious Metals WPM Stock Holding History

Leverty Financial Group’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
Q3 		$226K Buy
+1,692
New +$224K 0.04% 42
2026
Q2 		– Sell
-1,704
Closed -$223K – 52
2026
Q1 		$223K Buy
+1,704
New +$237K 0.05% 40

Other funds holding WPM

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Leverty Financial Group's WPM Position: Q3 2026 in Review

Leverty Financial Group opened a new position in Wheaton Precious Metals (WPM) in Q3 2026: 1,692 shares worth $226K. The stake represents 0.04% of the portfolio and ranks #42 among its holdings. This is a return to the name: Leverty Financial Group previously reported a position in WPM as recently as Q1 2026.

Leverty Financial Group first reported a position in WPM in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

  • Leverty Financial Group held 1,692 shares of Wheaton Precious Metals worth $226K as of Q3 2026.
  • Wheaton Precious Metals was a new Leverty Financial Group position in Q3 2026.
  • Wheaton Precious Metals made up 0.04% of Leverty Financial Group's portfolio in Q3 2026, its #42 holding.
  • Leverty Financial Group first reported a position in Wheaton Precious Metals in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.