Physician Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

Physician Wealth 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 Q1	$258K	Hold	1,972	–	–	0.04%	165
2025 Q4	$232K	Buy	1,972 +10	+0.5%	+$1.07K	0.03%	182
2025 Q3	$219K	Hold	1,962	–	–	0.03%	182
2025 Q2	$176K	Hold	1,962	–	–	0.03%	205
2025 Q1	$152K	Hold	1,962	–	–	0.03%	214
2024 Q4	$110K	Buy	+1,962	New	+$122K	0.02%	242
2024 Q2	–	Sell	-3,962	Closed	-$203K	–	190
2024 Q1	$203K	Buy	+3,962	New	+$179K	0.04%	168

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Physician Wealth Advisors's WPM Position: Q1 2026 in Review

Physician Wealth Advisors held its Wheaton Precious Metals (WPM) position steady in Q1 2026 at 1,972 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #165.

Physician Wealth Advisors first reported a position in WPM in Q1 2024 and has held it in 7 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Physician Wealth Advisors held 1,972 shares of Wheaton Precious Metals worth $258K as of Q1 2026.
Physician Wealth Advisors left its Wheaton Precious Metals share count unchanged in Q1 2026.
Wheaton Precious Metals made up 0.04% of Physician Wealth Advisors's portfolio in Q1 2026, its #165 holding.
Physician Wealth Advisors first reported a position in Wheaton Precious Metals in Q1 2024 and has held it in 7 quarters since.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.