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Root Financial Partners’s Wheaton Precious Metals WPM Stock Holding History

Root Financial Partners’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 		– Sell
-263
Closed -$34.5K – 3186
2026
Q1 		$34.5K Buy
263
+2
+0.8% +$278 ﹤0.01% 1039
2025
Q4 		$30.7K Buy
261
+3
+1% +$321 ﹤0.01% 932
2025
Q3 		$28.9K Buy
+258
New +$25.2K ﹤0.01% 912

Other funds holding WPM

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Root Financial Partners's WPM Position: Q2 2026 in Review

Root Financial Partners sold out of Wheaton Precious Metals (WPM) in Q2 2026, closing a stake of 263 shares — an estimated $34.5K sold.

Root Financial Partners first reported a position in WPM in Q3 2025 and held it in 3 quarters. The position peaked at $34.5K in Q1 2026. 280 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Root Financial Partners reported no remaining Wheaton Precious Metals position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 263 Wheaton Precious Metals shares in Q2 2026, an estimated $34.5K.
  • Root Financial Partners first reported a position in Wheaton Precious Metals in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Wheaton Precious Metals position peaked at $34.5K in Q1 2026.
  • 280 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.