Smith Salley Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Smith Salley 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	$354K	Hold	3,150	–	–	0.02%	222
2026 Q1	$413K	Hold	3,150	–	–	0.02%	199
2025 Q4	$370K	Hold	3,150	–	–	0.02%	208
2025 Q3	$352K	Hold	3,150	–	–	0.02%	207
2025 Q2	$283K	Buy	3,150 +564	+22%	+$47.5K	0.02%	223
2025 Q1	$201K	Buy	+2,586	New	+$173K	0.01%	241

Other funds holding WPM

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

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

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

PIMJS

PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

Smith Salley Wealth Management's WPM Position: Q2 2026 in Review

Smith Salley Wealth Management held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 3,150 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #222.

Smith Salley Wealth Management first reported a position in WPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $413K in Q1 2026. 207 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Smith Salley Wealth Management held 3,150 shares of Wheaton Precious Metals worth $354K as of Q2 2026.
Smith Salley Wealth Management left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up 0.02% of Smith Salley Wealth Management's portfolio in Q2 2026, its #222 holding.
Smith Salley Wealth Management first reported a position in Wheaton Precious Metals in Q1 2025 and has held it in 6 quarters since.
Smith Salley Wealth Management's Wheaton Precious Metals position peaked at $413K in Q1 2026.
207 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

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