SHP Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

SHP Wealth Management’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	-6	Closed	-$786	–	2083
2026 Q1	$786	Buy	+6	New	+$834	﹤0.01%	1524

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 $60.8B AUM 26.63% 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

SHP Wealth Management's WPM Position: Q2 2026 in Review

SHP Wealth Management sold out of Wheaton Precious Metals (WPM) in Q2 2026, closing a stake of 6 shares — an estimated $786 sold.

SHP Wealth Management first reported a position in WPM in Q1 2026 and held it in 1 quarter. The position peaked at $786 in Q1 2026. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

SHP Wealth Management reported no remaining Wheaton Precious Metals position as of Q2 2026 after selling out during the quarter.
SHP Wealth Management sold 6 Wheaton Precious Metals shares in Q2 2026, an estimated $786.
SHP Wealth Management first reported a position in Wheaton Precious Metals in Q1 2026 and held it in 1 quarter.
SHP Wealth Management's Wheaton Precious Metals position peaked at $786 in Q1 2026.
854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.