Mount Yale Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History

Mount Yale Investment 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	$282K	Buy	+2,506	New	+$326K	0.01%	1000
2025 Q3	–	Sell	-109	Closed	-$9.79K	–	1614
2025 Q2	$9.79K	Buy	+109	New	+$9.18K	﹤0.01%	1136
2018 Q4	–	Sell	-2,223	Closed	-$36K	–	791
2018 Q3	$36K	Sell	2,223 -945	-30%	-$18.1K	0.01%	671
2018 Q2	$70K	Hold	3,168	–	–	0.01%	565
2018 Q1	$65K	Buy	+3,168	New	+$65.1K	0.01%	569

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

Mount Yale Investment Advisors's WPM Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Wheaton Precious Metals (WPM) in Q2 2026: 2,506 shares worth $282K. The stake represents 0.01% of the portfolio and ranks #1000 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in WPM as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in WPM in Q1 2018 and has held it in 5 quarters since. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Mount Yale Investment Advisors held 2,506 shares of Wheaton Precious Metals worth $282K as of Q2 2026.
Wheaton Precious Metals was a new Mount Yale Investment Advisors position in Q2 2026.
Wheaton Precious Metals made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1000 holding.
Mount Yale Investment Advisors first reported a position in Wheaton Precious Metals in Q1 2018 and has held it in 5 quarters since.
854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.