Smallwood Wealth Investment Management’s Wheaton Precious Metals WPM Stock Holding History

Smallwood Wealth Investment 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	$303K	Hold	2,700	–	–	0.13%	74
2026 Q1	$354K	Hold	2,700	–	–	0.19%	56
2025 Q4	$317K	Hold	2,700	–	–	0.17%	63
2025 Q3	$302K	Hold	2,700	–	–	0.15%	67
2025 Q2	$242K	Hold	2,700	–	–	0.14%	72
2025 Q1	$210K	Buy	+2,700	New	+$180K	0.13%	74

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

Smallwood Wealth Investment Management's WPM Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 2,700 shares worth $303K. The position accounts for 0.13% of the portfolio, ranked #74.

Smallwood Wealth Investment Management first reported a position in WPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $354K in Q1 2026. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Smallwood Wealth Investment Management held 2,700 shares of Wheaton Precious Metals worth $303K as of Q2 2026.
Smallwood Wealth Investment Management left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up 0.13% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #74 holding.
Smallwood Wealth Investment Management first reported a position in Wheaton Precious Metals in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's Wheaton Precious Metals position peaked at $354K in Q1 2026.
854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.