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

Pure 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	$602K	Buy	5,363 +342	+7%	+$44.5K	0.01%	335
2026 Q1	$658K	Buy	5,021 +135	+3%	+$18.8K	0.01%	282
2025 Q4	$574K	Sell	4,886 -608	-11%	-$65.1K	0.01%	291
2025 Q3	$614K	Buy	5,494 +76	+1%	+$7.43K	0.01%	273
2025 Q2	$487K	Buy	5,418 +15	+0.3%	+$1.26K	0.01%	297
2025 Q1	$419K	Sell	5,403 -118	-2%	-$7.87K	0.01%	265
2024 Q4	$311K	Sell	5,521 -95	-2%	-$5.88K	0.01%	286
2024 Q3	$343K	Buy	5,616 +316	+6%	+$18.8K	0.01%	260
2024 Q2	$278K	Hold	5,300	–	–	0.01%	264
2024 Q1	$250K	Hold	5,300	–	–	0.01%	274
2023 Q4	$262K	Hold	5,300	–	–	0.01%	257
2023 Q3	$215K	Hold	5,300	–	–	0.01%	247
2023 Q2	$229K	Hold	5,300	–	–	0.01%	235
2023 Q1	$255K	Hold	5,300	–	–	0.01%	220
2022 Q4	$207K	Buy	+5,300	New	+$192K	0.01%	231
2022 Q2	–	Sell	-5,300	Closed	-$252K	–	249
2022 Q1	$252K	Sell	5,300 -270	-5%	-$11.7K	0.01%	196
2021 Q4	$239K	Buy	+5,570	New	+$229K	0.01%	193
2021 Q3	–	Sell	-5,300	Closed	-$234K	–	212
2021 Q2	$234K	Buy	+5,300	New	+$236K	0.02%	182

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

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

Pure Financial Advisors increased its Wheaton Precious Metals (WPM) stake by 6.8% in Q2 2026, buying an estimated $44.5K and bringing the position to 5,363 shares worth $602K. The position accounts for 0.01% of the portfolio, ranked #335.

Pure Financial Advisors first reported a position in WPM in Q2 2021 and has held it in 18 quarters since. The position peaked at $658K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Pure Financial Advisors held 5,363 shares of Wheaton Precious Metals worth $602K as of Q2 2026.
Pure Financial Advisors bought 342 Wheaton Precious Metals shares in Q2 2026, an estimated $44.5K.
Wheaton Precious Metals made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #335 holding.
Pure Financial Advisors first reported a position in Wheaton Precious Metals in Q2 2021 and has held it in 18 quarters since.
Pure Financial Advisors's Wheaton Precious Metals position peaked at $658K in Q1 2026.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.