PDS Planning’s Wheaton Precious Metals WPM Stock Holding History

PDS Planning’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	$527K	Buy	4,689 +62	+1%	+$8.07K	0.03%	287
2026 Q1	$606K	Sell	4,627 -162	-3%	-$22.5K	0.04%	228
2025 Q4	$563K	Buy	4,789 +330	+7%	+$35.3K	0.04%	237
2025 Q3	$499K	Buy	4,459 +10	+0.2%	+$977	0.03%	252
2025 Q2	$400K	Sell	4,449 -48	-1%	-$4.04K	0.03%	287
2025 Q1	$349K	Buy	4,497 +213	+5%	+$14.2K	0.03%	287
2024 Q4	$241K	Sell	4,284 -145	-3%	-$8.98K	0.02%	354
2024 Q3	$271K	Buy	4,429 +500	+13%	+$29.7K	0.02%	323
2024 Q2	$206K	Buy	+3,929	New	+$210K	0.02%	356

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

PDS Planning's WPM Position: Q2 2026 in Review

PDS Planning increased its Wheaton Precious Metals (WPM) stake by 1.3% in Q2 2026, buying an estimated $8.07K and bringing the position to 4,689 shares worth $527K. The position accounts for 0.03% of the portfolio, ranked #287.

PDS Planning first reported a position in WPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $606K in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

PDS Planning held 4,689 shares of Wheaton Precious Metals worth $527K as of Q2 2026.
PDS Planning bought 62 Wheaton Precious Metals shares in Q2 2026, an estimated $8.07K.
Wheaton Precious Metals made up 0.03% of PDS Planning's portfolio in Q2 2026, its #287 holding.
PDS Planning first reported a position in Wheaton Precious Metals in Q2 2024 and has held it in 9 quarters since.
PDS Planning's Wheaton Precious Metals position peaked at $606K in Q1 2026.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.