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RFG Advisory’s Wheaton Precious Metals WPM Stock Holding History

RFG Advisory’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 		$269K Sell
2,394
-11
-0.5% -$1.43K ﹤0.01% 973
2026
Q1 		$315K Buy
2,405
+560
+30% +$77.9K 0.01% 885
2025
Q4 		$217K Buy
+1,845
New +$198K ﹤0.01% 924

Other funds holding WPM

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

RFG Advisory's WPM Position: Q2 2026 in Review

RFG Advisory reduced its Wheaton Precious Metals (WPM) stake by 0.46% in Q2 2026, selling an estimated $1.43K and leaving 2,394 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

RFG Advisory first reported a position in WPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $315K in Q1 2026. 236 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • RFG Advisory held 2,394 shares of Wheaton Precious Metals worth $269K as of Q2 2026.
  • RFG Advisory sold 11 Wheaton Precious Metals shares in Q2 2026, an estimated $1.43K.
  • Wheaton Precious Metals made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #973 holding.
  • RFG Advisory first reported a position in Wheaton Precious Metals in Q4 2025 and has held it in 3 quarters since.
  • RFG Advisory's Wheaton Precious Metals position peaked at $315K in Q1 2026.
  • 236 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.