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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

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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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. 852 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.
  • 852 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.