SimplyRich’s Wheaton Precious Metals WPM Stock Holding History

SimplyRich’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	-4,201	Closed	-$550K	–	217
2026 Q1	$550K	Hold	4,201	–	–	0.14%	145
2025 Q4	$493K	Hold	4,201	–	–	0.13%	138
2025 Q3	$469K	Hold	4,201	–	–	0.13%	143
2025 Q2	$377K	Hold	4,201	–	–	0.11%	162
2025 Q1	$326K	Hold	4,201	–	–	0.09%	172
2024 Q4	$236K	Hold	4,201	–	–	0.07%	204
2024 Q3	$256K	Hold	4,201	–	–	0.07%	202
2024 Q2	$220K	Buy	+4,201	New	+$225K	0.07%	171
2024 Q1	–	Sell	-4,201	Closed	-$207K	–	184
2023 Q4	$207K	Buy	+4,201	New	+$190K	0.07%	170
2023 Q2	–	Sell	-4,201	Closed	-$202K	–	179
2023 Q1	$202K	Buy	+4,201	New	+$184K	0.08%	173
2020 Q4	–	Sell	-4,201	Closed	-$206K	–	157
2020 Q3	$206K	Buy	+4,201	New	+$214K	0.1%	139

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

SimplyRich's WPM Position: Q2 2026 in Review

SimplyRich sold out of Wheaton Precious Metals (WPM) in Q2 2026, closing a stake of 4,201 shares — an estimated $550K sold.

SimplyRich first reported a position in WPM in Q3 2020 and held it in 11 quarters. The position peaked at $550K in Q1 2026. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

SimplyRich reported no remaining Wheaton Precious Metals position as of Q2 2026 after selling out during the quarter.
SimplyRich sold 4,201 Wheaton Precious Metals shares in Q2 2026, an estimated $550K.
SimplyRich first reported a position in Wheaton Precious Metals in Q3 2020 and held it in 11 quarters.
SimplyRich's Wheaton Precious Metals position peaked at $550K in Q1 2026.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.