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Morton Brown Family Wealth’s Wheaton Precious Metals WPM Stock Holding History

Morton Brown Family Wealth’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 		$40.2K Hold
358
– – 0.01% 133
2026
Q1 		$46.9K Hold
358
– – 0.01% 122
2025
Q4 		$42.1K Buy
+358
New +$38.3K 0.01% 121

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 $60.8B AUM 26.63% 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

Morton Brown Family Wealth's WPM Position: Q2 2026 in Review

Morton Brown Family Wealth held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 358 shares worth $40.2K. The position accounts for 0.01% of the portfolio, ranked #133.

Morton Brown Family Wealth first reported a position in WPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $46.9K in Q1 2026. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Morton Brown Family Wealth held 358 shares of Wheaton Precious Metals worth $40.2K as of Q2 2026.
  • Morton Brown Family Wealth left its Wheaton Precious Metals share count unchanged in Q2 2026.
  • Wheaton Precious Metals made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #133 holding.
  • Morton Brown Family Wealth first reported a position in Wheaton Precious Metals in Q4 2025 and has held it in 3 quarters since.
  • Morton Brown Family Wealth's Wheaton Precious Metals position peaked at $46.9K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.