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 Q2	$18.1K	Hold	161	–	–	0.01%	651
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 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

Medallion Wealth Advisors's WPM Position: Q2 2026 in Review

Medallion Wealth Advisors held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 161 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #651.

Medallion Wealth Advisors first reported a position in WPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.1K in Q1 2026. 853 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Medallion Wealth Advisors held 161 shares of Wheaton Precious Metals worth $18.1K as of Q2 2026.
Medallion Wealth Advisors left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #651 holding.
Medallion Wealth Advisors first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Wheaton Precious Metals position peaked at $21.1K in Q1 2026.
853 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.