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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
2025
Q1 		– Sell
-200
Closed -$432 – 592
2024
Q4 		$432 Buy
+200
New +$12.4K ﹤0.01% 553

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

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.