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PFG Investments’s Wheaton Precious Metals WPM Stock Holding History

PFG Investments’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 		$2.5M Buy
22,222
+79
+0.4% +$10.3K 0.1% 177
2026
Q1 		$2.9M Sell
22,143
-283
-1% -$39.4K 0.14% 140
2025
Q4 		$2.64M Sell
22,426
-31
-0.1% -$3.32K 0.12% 150
2025
Q3 		$2.51M Buy
22,457
+67
+0.3% +$6.55K 0.13% 142
2025
Q2 		$2.01M Sell
22,390
-125
-0.6% -$10.5K 0.12% 165
2025
Q1 		$1.75M Buy
22,515
+172
+0.8% +$11.5K 0.11% 183
2024
Q4 		$1.26M Buy
22,343
+393
+2% +$24.3K 0.08% 238
2024
Q3 		$1.34M Sell
21,950
-1,414
-6% -$84.1K 0.09% 226
2024
Q2 		$1.22M Sell
23,364
-969
-4% -$51.8K 0.09% 219
2024
Q1 		$1.15M Buy
24,333
+13,668
+128% +$617K 0.07% 300
2023
Q4 		$526K Buy
10,665
+932
+10% +$42.2K 0.1% 236
2023
Q3 		$395K Buy
9,733
+2,382
+32% +$103K 0.07% 288
2023
Q2 		$318K Buy
7,351
+1,036
+16% +$49.2K 0.06% 357
2023
Q1 		$304K Buy
+6,315
New +$276K 0.06% 336

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 $59.9B AUM 27.01% 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

PFG Investments's WPM Position: Q2 2026 in Review

PFG Investments increased its Wheaton Precious Metals (WPM) stake by 0.36% in Q2 2026, buying an estimated $10.3K and bringing the position to 22,222 shares worth $2.5M. The position accounts for 0.1% of the portfolio, ranked #177.

PFG Investments first reported a position in WPM in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.9M in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • PFG Investments held 22,222 shares of Wheaton Precious Metals worth $2.5M as of Q2 2026.
  • PFG Investments bought 79 Wheaton Precious Metals shares in Q2 2026, an estimated $10.3K.
  • Wheaton Precious Metals made up 0.1% of PFG Investments's portfolio in Q2 2026, its #177 holding.
  • PFG Investments first reported a position in Wheaton Precious Metals in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Wheaton Precious Metals position peaked at $2.9M in Q1 2026.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.