OneDigital Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History

OneDigital 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	$461K	Buy	4,105 +191	+5%	+$24.9K	﹤0.01%	1073
2026 Q1	$513K	Sell	3,914 -37	-0.9%	-$5.15K	0.01%	941
2025 Q4	$464K	Sell	3,951 -23	-0.6%	-$2.46K	﹤0.01%	982
2025 Q3	$444K	Buy	3,974 +25	+0.6%	+$2.44K	﹤0.01%	988
2025 Q2	$355K	Sell	3,949 -22	-0.6%	-$1.85K	﹤0.01%	1067
2025 Q1	$308K	Buy	3,971 +91	+2%	+$6.07K	﹤0.01%	1086
2024 Q4	$218K	Sell	3,880 -461	-11%	-$28.6K	﹤0.01%	1289
2024 Q3	$265K	Sell	4,341 -181	-4%	-$10.8K	﹤0.01%	1226
2024 Q2	$237K	Buy	4,522 +61	+1%	+$3.26K	﹤0.01%	1212
2024 Q1	$210K	Buy	+4,461	New	+$202K	﹤0.01%	1026
2017 Q4	–	Sell	-200	Closed	-$4K	–	1277
2017 Q3	$4K	Hold	200	–	–	﹤0.01%	928
2017 Q2	$4K	Buy	+200	New	+$4.09K	﹤0.01%	1099

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

OneDigital Investment Advisors's WPM Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Wheaton Precious Metals (WPM) stake by 4.9% in Q2 2026, buying an estimated $24.9K and bringing the position to 4,105 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

OneDigital Investment Advisors first reported a position in WPM in Q2 2017 and has held it in 12 quarters since. The position peaked at $513K in Q1 2026. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

OneDigital Investment Advisors held 4,105 shares of Wheaton Precious Metals worth $461K as of Q2 2026.
OneDigital Investment Advisors bought 191 Wheaton Precious Metals shares in Q2 2026, an estimated $24.9K.
Wheaton Precious Metals made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1073 holding.
OneDigital Investment Advisors first reported a position in Wheaton Precious Metals in Q2 2017 and has held it in 12 quarters since.
OneDigital Investment Advisors's Wheaton Precious Metals position peaked at $513K in Q1 2026.
854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.