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 Q2	$222K	Buy	1,976 +4	+0.2%	+$520	0.03%	204
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 $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

Physician Wealth Advisors's WPM Position: Q2 2026 in Review

Physician Wealth Advisors increased its Wheaton Precious Metals (WPM) stake by 0.2% in Q2 2026, buying an estimated $520 and bringing the position to 1,976 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #204.

Physician Wealth Advisors first reported a position in WPM in Q1 2024 and has held it in 8 quarters since. The position peaked at $258K in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Physician Wealth Advisors held 1,976 shares of Wheaton Precious Metals worth $222K as of Q2 2026.
Physician Wealth Advisors bought 4 Wheaton Precious Metals shares in Q2 2026, an estimated $520.
Wheaton Precious Metals made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #204 holding.
Physician Wealth Advisors first reported a position in Wheaton Precious Metals in Q1 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's Wheaton Precious Metals position peaked at $258K in Q1 2026.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.