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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

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 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. 274 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.
  • 274 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.