Private Wealth Asset Management’s Wheaton Precious Metals WPM Stock Holding History

Private Wealth Asset Management’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	$1.8K	Hold	16	–	–	﹤0.01%	860
2026 Q1	$2.1K	Hold	16	–	–	﹤0.01%	843
2025 Q4	$1.88K	Hold	16	–	–	﹤0.01%	837
2025 Q3	$1.79K	Hold	16	–	–	﹤0.01%	823
2025 Q2	$1.44K	Hold	16	–	–	﹤0.01%	833
2025 Q1	$1.24K	Buy	+16	New	+$1.07K	﹤0.01%	844

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 $59.9B AUM 27.01% 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

Private Wealth Asset Management's WPM Position: Q2 2026 in Review

Private Wealth Asset Management held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 16 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Private Wealth Asset Management first reported a position in WPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.1K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Private Wealth Asset Management held 16 shares of Wheaton Precious Metals worth $1.8K as of Q2 2026.
Private Wealth Asset Management left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #860 holding.
Private Wealth Asset Management first reported a position in Wheaton Precious Metals in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Wheaton Precious Metals position peaked at $2.1K in Q1 2026.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.