Ranch Capital Advisors’s Wheaton Precious Metals WPM Stock Holding History

Ranch Capital 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	$214K	Hold	1,908	–	–	0.07%	148
2026 Q1	$250K	Hold	1,908	–	–	0.09%	141
2025 Q4	$224K	Hold	1,908	–	–	0.08%	142
2025 Q3	$213K	Buy	+1,908	New	+$186K	0.08%	145
2021 Q4	–	Sell	-1,908	Closed	-$72K	–	605
2021 Q3	$72K	Hold	1,908	–	–	0.05%	230
2021 Q2	$84K	Hold	1,908	–	–	0.05%	238
2021 Q1	$72K	Hold	1,908	–	–	0.05%	249
2020 Q4	$79K	Hold	1,908	–	–	0.06%	238
2020 Q3	$93K	Hold	1,908	–	–	0.07%	207
2020 Q2	$100K	Sell	1,908 -500	-21%	-$19.7K	0.08%	204
2020 Q1	$66K	Buy	2,408 +600	+33%	+$17.3K	0.07%	225
2019 Q4	$54K	Buy	+1,808	New	+$49.4K	0.04%	318

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

Ranch Capital Advisors's WPM Position: Q2 2026 in Review

Ranch Capital Advisors held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 1,908 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #148.

Ranch Capital Advisors first reported a position in WPM in Q4 2019 and has held it in 12 quarters since. The position peaked at $250K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Ranch Capital Advisors held 1,908 shares of Wheaton Precious Metals worth $214K as of Q2 2026.
Ranch Capital Advisors left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up 0.07% of Ranch Capital Advisors's portfolio in Q2 2026, its #148 holding.
Ranch Capital Advisors first reported a position in Wheaton Precious Metals in Q4 2019 and has held it in 12 quarters since.
Ranch Capital Advisors's Wheaton Precious Metals position peaked at $250K in Q1 2026.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.