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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
Q2 		– Sell
-1,704
Closed -$223K – 52
2026
Q1 		$223K Buy
+1,704
New +$237K 0.05% 40

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Leverty Financial Group's WPM Position: Q2 2026 in Review

Leverty Financial Group sold out of Wheaton Precious Metals (WPM) in Q2 2026, closing a stake of 1,704 shares — an estimated $223K sold.

Leverty Financial Group first reported a position in WPM in Q1 2026 and held it in 1 quarter. The position peaked at $223K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Leverty Financial Group reported no remaining Wheaton Precious Metals position as of Q2 2026 after selling out during the quarter.
  • Leverty Financial Group sold 1,704 Wheaton Precious Metals shares in Q2 2026, an estimated $223K.
  • Leverty Financial Group first reported a position in Wheaton Precious Metals in Q1 2026 and held it in 1 quarter.
  • Leverty Financial Group's Wheaton Precious Metals position peaked at $223K in Q1 2026.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.