Mission Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Mission Wealth Management’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	$469K	Buy	4,180 +458	+12%	+$59.6K	0.01%	700
2026 Q1	$488K	Sell	3,722 -226	-6%	-$31.4K	0.01%	495
2025 Q4	$464K	Buy	3,948 +25	+0.6%	+$2.68K	0.01%	504
2025 Q3	$439K	Sell	3,923 -6	-0.2%	-$586	0.01%	516
2025 Q2	$353K	Buy	3,929 +1,003	+34%	+$84.4K	0.01%	553
2025 Q1	$227K	Buy	+2,926	New	+$195K	0.01%	615

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

Mission Wealth Management's WPM Position: Q2 2026 in Review

Mission Wealth Management increased its Wheaton Precious Metals (WPM) stake by 12% in Q2 2026, buying an estimated $59.6K and bringing the position to 4,180 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #700.

Mission Wealth Management first reported a position in WPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $488K in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Mission Wealth Management held 4,180 shares of Wheaton Precious Metals worth $469K as of Q2 2026.
Mission Wealth Management bought 458 Wheaton Precious Metals shares in Q2 2026, an estimated $59.6K.
Wheaton Precious Metals made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #700 holding.
Mission Wealth Management first reported a position in Wheaton Precious Metals in Q1 2025 and has held it in 6 quarters since.
Mission Wealth Management's Wheaton Precious Metals position peaked at $488K in Q1 2026.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.