Petra Financial Advisors’s Wheaton Precious Metals WPM Stock Holding History

Petra Financial 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	$1.19M	Sell	10,592 -1,091	-9%	-$142K	0.55%	50
2026 Q1	$1.53M	Hold	11,683	–	–	0.95%	27
2025 Q4	$1.37M	Sell	11,683 -136	-1%	-$14.6K	0.81%	36
2025 Q3	$1.32M	Sell	11,819 -674	-5%	-$65.9K	0.77%	36
2025 Q2	$1.12M	Buy	12,493 +13	+0.1%	+$1.09K	0.71%	40
2025 Q1	$969K	Hold	12,480	–	–	0.79%	31
2024 Q4	$702K	Hold	12,480	–	–	0.48%	54
2024 Q3	$762K	Sell	12,480 -870	-7%	-$51.7K	0.5%	57
2024 Q2	$700K	Hold	13,350	–	–	0.5%	62
2024 Q1	$629K	Sell	13,350 -684	-5%	-$30.9K	0.46%	66
2023 Q4	$692K	Hold	14,034	–	–	0.58%	56
2023 Q3	$569K	Hold	14,034	–	–	0.47%	61
2023 Q2	$607K	Sell	14,034 -1,360	-9%	-$64.6K	0.54%	56
2023 Q1	$741K	Hold	15,394	–	–	0.73%	32
2022 Q4	$602K	Buy	+15,394	New	+$557K	0.66%	41

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

Petra Financial Advisors's WPM Position: Q2 2026 in Review

Petra Financial Advisors reduced its Wheaton Precious Metals (WPM) stake by 9.3% in Q2 2026, selling an estimated $142K and leaving 10,592 shares worth $1.19M. The position accounts for 0.55% of the portfolio, ranked #50.

Petra Financial Advisors first reported a position in WPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.53M in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Petra Financial Advisors held 10,592 shares of Wheaton Precious Metals worth $1.19M as of Q2 2026.
Petra Financial Advisors sold 1,091 Wheaton Precious Metals shares in Q2 2026, an estimated $142K.
Wheaton Precious Metals made up 0.55% of Petra Financial Advisors's portfolio in Q2 2026, its #50 holding.
Petra Financial Advisors first reported a position in Wheaton Precious Metals in Q4 2022 and has held it in 15 quarters since.
Petra Financial Advisors's Wheaton Precious Metals position peaked at $1.53M in Q1 2026.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.