Regal Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History

Regal Investment 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	$291K	Sell	2,592 -1,272	-33%	-$165K	0.02%	573
2026 Q1	$506K	Sell	3,864 -37	-0.9%	-$5.15K	0.03%	429
2025 Q4	$458K	Buy	+3,901	New	+$418K	0.03%	439
2015 Q4	–	Sell	-300	Closed	-$3K	–	883
2015 Q3	$3K	Hold	300	–	–	﹤0.01%	906
2015 Q2	$5K	Sell	300 -235	-44%	-$4.52K	﹤0.01%	756
2015 Q1	$10K	Hold	535	–	–	﹤0.01%	696
2014 Q4	$11K	Buy	535 +330	+161%	+$6.56K	﹤0.01%	627
2014 Q3	$4K	Sell	205 -999	-83%	-$24.9K	﹤0.01%	826
2014 Q2	$32K	Buy	1,204 +926	+333%	+$20.7K	0.01%	459
2014 Q1	$6K	Sell	278 -1,925	-87%	-$45.4K	﹤0.01%	728
2013 Q4	$44K	Buy	2,203 +721	+49%	+$15.7K	0.03%	308
2013 Q3	$37K	Buy	1,482 +580	+64%	+$13.8K	0.02%	355
2013 Q2	$18K	Buy	+902	New	+$21.5K	0.01%	481

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

Regal Investment Advisors's WPM Position: Q2 2026 in Review

Regal Investment Advisors reduced its Wheaton Precious Metals (WPM) stake by 33% in Q2 2026, selling an estimated $165K and leaving 2,592 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #573.

Regal Investment Advisors first reported a position in WPM in Q2 2013 and has held it in 13 quarters since. The position peaked at $506K in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Regal Investment Advisors held 2,592 shares of Wheaton Precious Metals worth $291K as of Q2 2026.
Regal Investment Advisors sold 1,272 Wheaton Precious Metals shares in Q2 2026, an estimated $165K.
Wheaton Precious Metals made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #573 holding.
Regal Investment Advisors first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 13 quarters since.
Regal Investment Advisors's Wheaton Precious Metals position peaked at $506K in Q1 2026.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.