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Medallion Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

Medallion Wealth 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
Q1 		$21.1K Hold
161
– – 0.01% 646
2025
Q4 		$18.9K Hold
161
– – 0.01% 649
2025
Q3 		$18K Hold
161
– – 0.01% 650
2025
Q2 		$14.4K Hold
161
– – 0.01% 688
2025
Q1 		$12.4K Hold
161
– – 0.01% 659
2024
Q4 		$9.05K Buy
+161
New +$9.97K ﹤0.01% 678

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Medallion Wealth Advisors's WPM Position: Q1 2026 in Review

Medallion Wealth Advisors held its Wheaton Precious Metals (WPM) position steady in Q1 2026 at 161 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #646.

Medallion Wealth Advisors first reported a position in WPM in Q4 2024 and has held it in 6 quarters since. 852 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Medallion Wealth Advisors held 161 shares of Wheaton Precious Metals worth $21.1K as of Q1 2026.
  • Medallion Wealth Advisors left its Wheaton Precious Metals share count unchanged in Q1 2026.
  • Wheaton Precious Metals made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #646 holding.
  • Medallion Wealth Advisors first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 6 quarters since.
  • 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.