Mutual Advisors’s Wheaton Precious Metals WPM Stock Holding History

Mutual 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	$470K	Buy	4,185 +582	+16%	+$75.7K	0.01%	965
2026 Q1	$472K	Buy	+3,603	New	+$501K	0.01%	907
2023 Q2	–	Sell	-4,357	Closed	-$210K	–	1075
2023 Q1	$210K	Buy	+4,357	New	+$190K	0.01%	913

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

Mutual Advisors's WPM Position: Q2 2026 in Review

Mutual Advisors increased its Wheaton Precious Metals (WPM) stake by 16% in Q2 2026, buying an estimated $75.7K and bringing the position to 4,185 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #965.

Mutual Advisors first reported a position in WPM in Q1 2023 and has held it in 3 quarters since. The position peaked at $472K in Q1 2026. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Mutual Advisors held 4,185 shares of Wheaton Precious Metals worth $470K as of Q2 2026.
Mutual Advisors bought 582 Wheaton Precious Metals shares in Q2 2026, an estimated $75.7K.
Wheaton Precious Metals made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #965 holding.
Mutual Advisors first reported a position in Wheaton Precious Metals in Q1 2023 and has held it in 3 quarters since.
Mutual Advisors's Wheaton Precious Metals position peaked at $472K in Q1 2026.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.