Sequoia Financial Advisors’s Wheaton Precious Metals WPM Stock Holding History

Sequoia Financial 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	$2.49M	Buy	22,204 +11,016	+98%	+$1.43M	0.01%	538
2026 Q1	$1.47M	Buy	11,188 +422	+4%	+$58.7K	0.01%	729
2025 Q4	$1.27M	Buy	10,766 +150	+1%	+$16.1K	0.01%	777
2025 Q3	$1.19M	Buy	10,616 +2,803	+36%	+$274K	0.01%	708
2025 Q2	$702K	Buy	7,813 +2,421	+45%	+$204K	﹤0.01%	844
2025 Q1	$419K	Buy	5,392 +297	+6%	+$19.8K	﹤0.01%	926
2024 Q4	$287K	Sell	5,095 -538	-10%	-$33.3K	﹤0.01%	1039
2024 Q3	$344K	Buy	5,633 +1,171	+26%	+$69.6K	﹤0.01%	912
2024 Q2	$234K	Buy	+4,462	New	+$239K	﹤0.01%	1020

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 $59.9B AUM 27.01% 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

Sequoia Financial Advisors's WPM Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Wheaton Precious Metals (WPM) stake by 98% in Q2 2026, buying an estimated $1.43M and bringing the position to 22,204 shares worth $2.49M. The position accounts for 0.01% of the portfolio, ranked #538.

Sequoia Financial Advisors first reported a position in WPM in Q2 2024 and has held it in 9 quarters since. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Sequoia Financial Advisors held 22,204 shares of Wheaton Precious Metals worth $2.49M as of Q2 2026.
Sequoia Financial Advisors bought 11,016 Wheaton Precious Metals shares in Q2 2026, an estimated $1.43M.
Wheaton Precious Metals made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #538 holding.
Sequoia Financial Advisors first reported a position in Wheaton Precious Metals in Q2 2024 and has held it in 9 quarters since.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.