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

Merit 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	$772K	Buy	6,875 +916	+15%	+$119K	﹤0.01%	1225
2026 Q1	$781K	Buy	5,959 +158	+3%	+$22K	0.01%	1112
2025 Q4	$682K	Buy	5,801 +498	+9%	+$53.3K	0.01%	1118
2025 Q3	$593K	Sell	5,303 -370	-7%	-$36.2K	0.01%	1082
2025 Q2	$509K	Buy	5,673 +604	+12%	+$50.8K	0.01%	1093
2025 Q1	$394K	Buy	5,069 +251	+5%	+$16.7K	0.01%	1031
2024 Q4	$271K	Buy	4,818 +179	+4%	+$11.1K	﹤0.01%	966
2024 Q3	$283K	Buy	+4,639	New	+$276K	0.01%	685

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 $59.9B AUM 27.01% 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

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

Merit Financial Group increased its Wheaton Precious Metals (WPM) stake by 15% in Q2 2026, buying an estimated $119K and bringing the position to 6,875 shares worth $772K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Merit Financial Group first reported a position in WPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $781K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Merit Financial Group held 6,875 shares of Wheaton Precious Metals worth $772K as of Q2 2026.
Merit Financial Group bought 916 Wheaton Precious Metals shares in Q2 2026, an estimated $119K.
Wheaton Precious Metals made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1225 holding.
Merit Financial Group first reported a position in Wheaton Precious Metals in Q3 2024 and has held it in 8 quarters since.
Merit Financial Group's Wheaton Precious Metals position peaked at $781K in Q1 2026.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.