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 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 $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Regal Investment Advisors's WPM Position: Q1 2026 in Review

Regal Investment Advisors reduced its Wheaton Precious Metals (WPM) stake by 0.95% in Q1 2026, selling an estimated $5.15K and leaving 3,864 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #429.

Regal Investment Advisors first reported a position in WPM in Q2 2013 and has held it in 12 quarters since. 852 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Regal Investment Advisors held 3,864 shares of Wheaton Precious Metals worth $506K as of Q1 2026.
Regal Investment Advisors sold 37 Wheaton Precious Metals shares in Q1 2026, an estimated $5.15K.
Wheaton Precious Metals made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #429 holding.
Regal Investment Advisors first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 12 quarters since.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.